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<p>Customer reports that when importing clients using the new HawkSoft Document (.CMSMTF) file, the 'business' checkbox is automatically selected in the import modal. This occurs even when the client should be categorized as 'personal' or 'customer'.</p>

HawkSoft Integration: Client Type Defaults to Business on Import

Mike Spence

RiskAdvisor

HawkSoft Integration: Client Type Defaults to Business on Import

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