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Level 2
January 26, 2023
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Renumbering clients automatically

Related products:Lacerte
  • January 26, 2023
  • 0 replies
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Allow for automated renumbering using a standard format like:

1. Last 4 letter of last name and first 3 letters of first name.

2. Last 4 letters of last name and last 4 letters of SS#.

3. Renumber sequentially starting at xxxx.

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