Base XD1 - XD0 Merge Codes

• They will include accounts that belong to all client numbers
• They will not include closed inactive or closed paid in full (close code 1) accounts
• Letter code must be set up as a linked letter

The data supplied is:

CLIENT NAME, CLIENT ACCT#, LAST TRANSACTION DATE, TOTAL ACCOUNT BALANCE

Keywords - Kbase Merge Codes Kbase Merge Code