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