Settings

  2. Settings

Calendar Settings

Calendar settings are needed to be able to add/remove different types of dates.

Calendar Contacts Entities Relationships Settings

Descriptors and their connection to contacts, entities and relationships

Descriptors are essential details for individual contacts, entities, relationships and more. These descriptors can influence the associated risk and compliance levels.

Contacts Entities Relationships Settings Contacts descriptors entitites Relationships

How do I manage The Contact Types?

Contact types used to classify various individual or institutional connections.   Steps: On the main page, click to access Settings. Go to Contacts. Click  to add a new Contact Type or to edit an existing one. In the pop-up window, add the new Contact Type‘s name, description, and whether compliance is required.  Click Save & Close.

Contacts Settings

How to manage Contact settings?

Contact settings are to add and modify contact types and risk levels. These play important role in determining the capabilities, potential uses and easier management of the contacts

Contacts Settings Contacts risk settings types

How do I manage my Teams?

“Team streamlines workflow, manages users/relationships, and ensures privacy. Contacts visible to all.”

Contacts Messages Relationships Settings

Document Types

Document settings are used to both include and modify the types of documents. Subsequently, these document types can be added to your contacts, entities and relationships.

Contacts Documents Entities Relationships Settings Manage Policies

How do I add Companies?

Contacts can be grouped by companies. Steps: On the main page, click to access Settings. Go to Companies. Click  to add a new Company or to edit an existing one. In the pop-up window, add the new Company‘s details. Click Save & Close. Note: Once Contacts are associated with a Company, the Contacts will make up the Company’s Compliance…

Contacts Settings

Adding documents to Contact, Relationship or Entity

The documents you attach to your contacts hold crucial significance, aiding in gaining a comprehensive understanding of a contact and its surroundings. Certain documents influence the overall compliance standing.

Contacts Entities Relationships Settings Document settings

How do I add Calendar Date Types?

Steps: On the main page, click to access Settings. Go to Calendar. On the left, you’ll find a table with the customizable Date types. Select the module to which you’d like to add a Date Subtype, then on the right of the screen, click .  In the pop-up window, add the Date Subtype‘s name, the…

Contacts Entities Relationships Settings

Compliance policies

“Compliance policies are one of the most important settings where you specify what are the needed documents and descriptors so the compliance level of some can be changed.”

Contacts Entities Relationships Settings Compliance descriptors Documents screening settings