kkalach

advanced find

Discussion created by kkalach on May 2, 2016
Latest reply on May 3, 2016 by kkalach

I was wondering if there was a way to find a specific account type.  Example.  We have clients who have different types of accounts (direct business, brokerage, advisory and insurance).  I would like to be able to find all the clients who have advisory accounts.  I have created a portal table and there is a field called registration type with a drop down box with these account types in them.

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