11 - TPISuitcase: Assigning/Updating Marketing Codes
Updating Client Marketing Codes in TPISuitcase provides a step-by-step guide to modifying Signature's client marketing codes within the TPISuitcase application. It details the necessary actions to access client profiles, locate the marketing code section, and update the information accurately. This guide ensures that users can efficiently manage and update client marketing codes, maintaining accurate and up-to-date records within the system. Reach out to LnD@tpionline.com for more help.