I would like to be able to use the A Account Number, A Cash In Account, A Investment Model -- all the A *** fields in a merge document. We all need to provide an account list of investment accounts with the investment management agreement ...There is no way to to do this with a merge document.
I see the Net Worth pre-built report so I know the fields are in there somewhere...
How do we get them turned on or added to the merge field list?