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Client Manager Indexing Surprise


#1

Minor surprise with the client manager not indexing a T1 file.

The issue was that I did not enter the SIN and Birthdate of the couple into the file. I only use that file to generate engagement letters, etc., not a T1 file.

Just thought I’d mention this issue. Now that I added the SIN and birthdate, the file is now indexed.


#2

I am not sure that would be an error or program working as intended since they likely did not expect to have a bunch of files without SINs