Relationships – Page 3

How do I manage Reports?

Reports contain a summary of all of the data that is related to Contacts, Entities, and Relationships. Where can I find my Reports? Click the Reports menu option on the left. Select the Report You need to look into like the: Relationships Report Entities Report Contacts Report Entities and related Contacts Report Share Class Report How…

Contacts Entities Relationships Reports Date Event

Make a relationship compliant

The compliance of relationships involves all the necessary actions to monitor risks and make sure that they are real. The compliance levels of relationships, entities and contacts are interrelated and form a critical component of your overall compliance level.

Relationships Compliance screening

How do I create Local Document Policies?

Local Policies Create a module specific Document that is required for Compliance. Steps Click the Contacts, Relationship, or Entities menu option on the left. Click on Date tab on the top right navigation tab. Click , in the pop-up window, add details, set reminders, and the recurrence. Click the Document Policy sIider the add the Policy’s name,…

Contacts Entities Relationships Settings Date Event

How do I manage Descriptors?

Managing Descriptor Categories: Descriptor Categories are used to logically group descriptors on the screen so users can easily locate the needed field. As a first step, create Descriptor Categories. In the main page, click to access Settings. Go to Descriptors. Scroll to the bottom of the page Click to create a new descriptor category then add a…

Contacts Entities Relationships Settings

How do I add Descriptors to Contacts, Relationships, and Entities?

Summary Descriptors are extra fields that let you capture more details about contacts, relationships, and entities. They go beyond the standard fields and give flexibility for compliance, risk review, and reporting. How to use it There are two ways to add descriptors: Method 1: From the General tab Go to Contacts, Relationships, or Entities in…

Contacts Entities Relationships descriptors

How do I create compliant Relationships?

The compliance of Relationships involves all the necessary actions to evaluate risks and make sure the relationships and their associated contacts and entities are real. Thus, the compliance of Entities affects the compliance of related Relationships. Below you’ll find the steps to achieve 100% Compliance for Entities. Steps: Create a Relationship To create a Relationship, you’ll…

Relationships