Occasionally a client may have more than one Client Information File (CIF). If you discover multiple CIFs for a client you must submit a Synapsys Service Event to request the CIFs be combined.
To combine CIFs when multiple are created, do the following:
- Within the clients CIF or Account click Related Functions > CRM.
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In the CRM tab, select New Event/Activity > Create New Event > Service Session.
- Click the + sign for Deposit Services.
- Select DS - Other Maintenance.
- In the Summary section type Combine CIFs.
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In the Comment section, explain what CIFs need to be combined and specify which one to keep (For example: Please Combine CIF #AAA123 and CIF #AAA179, keeping CIF #AAA179.)
- Click Save > Save and Submit Session.