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SamQree
Level 2

How do I get SSNs to populate on a report??

I created a memorized report that I use to send to our CFO which needs to include SSNs. There is a column on the report for SSN/Tax ID number. However I can not find where to enter that data. My guess is that it should be somewhere on the new customer form, but I'm not seeing it. 

 

Any ideas are much appreciated. 

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