The Title field is no longer a free text field, but offers a pre-defined list for selection. This video tutorial will show you how to add, edit and delete unused titles in that list.
These notes are applicable from WealthWorks+ release 4.9.
Modified on: Fri, 24 Mar, 2023 at 4:10 PM
The Title field is no longer a free text field, but offers a pre-defined list for selection. This video tutorial will show you how to add, edit and delete unused titles in that list.
These notes are applicable from WealthWorks+ release 4.9.
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