> I believe one of the major concerns with movement in the past is tracking
> which loan officer was managing a client,group or center at the time. I
> believe this is something we considered in the datawarehouse?
>
The DW does track loan officer changes (and branch/center/group changes) so
that
Emily,
I believe one of the major concerns with movement in the past is tracking
which loan officer was managing a client,group or center at the time. I
believe this is something we considered in the datawarehouse?
The only other scenario I can think of is tracking where transactions are
paid, w
Hi Binny,
I'm cc-ing the users group on this since it's good information for
everyone. The summary is that movement is generally allowed if the
accounts of all clients are closed and if you are moving a client or
group into a group or center (respectively) that have the same meeting
frequency.
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