Statement Type Editing
The Set Statement Type area (Home > Fund Advisors > Set Statement Type) applies bulk changes immediately, without a confirmation step. Unlike other bulk edit functions in CSuite, selecting a statement type option (Online, Paper, or Email) takes effect the moment it's clicked -- with no prompt to confirm the action. This lack of verification increases the risk of unintended changes being made to statement types across multiple records.
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Rio Wofford
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