Linked Accounts with SMAX (SCollect)

Modified on Thu, 18 May 2023 at 04:35 PM

Linked Accounts in SCollect

Accounts in SCollect are linked together using the Report File Number field automatically. If you are importing data into SCollect, be sure to populate this field so that a single consumer will be able to see all of their accounts at the same time.

If you are not setting this field or have a consumer with multiple accounts that need to be linked together for some other reason, you can manually link them. See the following for more information:

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