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Users can specify the Quantity of individual forms in the Basket and on the ‘Finalize’ tab.
How to Launch Duplicate Forms‘Default’ Financial Professional will now be automatically assigned to the Financial Professional 1 role
New ‘Service Team' field available in ‘Current BD’ tab of Financial Professional Info
Saved Forms will now display expiration date in ‘Resume Workflow’ pane of Home page
SSO SAML Attributes CustomerClientID and CustomerAccountID are now available to be used with SmartOffice, Redtail, Wealthbox connections
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