Managed reference numbers (an optional sofware bundle in Financial Management) has been incorporated into the Add Intrafund Transfers process. ??This allows the next available number to automatically populate the screen (the number will be used for all entries in the session until the Reset Defaults button is engaged).
RDA Family Spotlight: Leah Hollingshead Customer Care Specialist
Discover how Leah Hollingshead, Customer Care Specialist at RDA Systems, supports clients and her personal journey within the company.
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