Purpose: Similar to the Person-in-Charge Roster, this report provides the same information, but identifies instead to whose attention communication should be directed to for the firm. Either the Attention Name 1 or Attention Name 2, on the Name tab in Firms file maintenance can be selected and shown on the report.
Launch Point: This report can be launched from the following location(s):
•Firms → Reports → Roster →
Example: When the report is launched the report wizard will open
