Financial Planner

financialplanner

Legacy OData Value: FinancialPlanner

ContactType Lookup

The contact represents the client's financial interests2/24/2022
DefinitionThe contact represents the client's financial interests

Details

Lookup NameContactType
Standard ValueFinancial Planner
Legacy OData ValueFinancialPlanner
Synonyms—
StatusActive
BEDES—
ReferencesContacts
Spanish Value—
French-Canadian Value—
Status Change Date2/24/2022
Revised Date2/24/2022
Added in Version2.0

Used By

ResourceFieldUsage
ContactsContactType—
Terms and DefinitionsGenerated April 22, 2026
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