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Bank Confirmations

A visit to Santos C.H. Li & Co. has another surprise-

Their manager Lana Lee has suggested the system to generate the vast amount of Bank Confirmations to clients for signature.

This is actually the same suggestion from Union Alpha, a MBA user. We would like to implement the special page tab called Bank Accounts under a customer folder.

Then we can use a Mail Merge function to produce those bank confirmations, or any other letters or documents. Lana also suggested to use the Correspondence system to keep track of those confirmations.

Thanks for a great suggestion!