The Client Centre has it's own merge template. When utilised you are able pull all of the data from the Client Centre into the template for printing, storing or sending to your client.
How to merge the Client Centre Summary
The Client Centre Summary merge template is available from the merge document list, under the loans section. When you are ready to merge your Client Centre Summary:
- Open t he Opportunity/Client Centre you wish to merge
- Click on the Merge button
- Under Loans, select MASTER: Client Centre Summary
- Click Choose
- The Client Centre Summary will download and a copy saved to attachments