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Felony Free - Post Madoff [29:25]

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FINRA, SEC—OH MY! Anytime an auditor requests review of your records and process--you need to be prepared. In the moment provide requested information—with the implementation of clean data strategies-- without giving an auditor free rein to investigate everything to find an issue!

Click the link below for more information on each of the features covered in the video:

01:04 - Manage Your Account

01:13 - Admins Only Section

01:15 - Manage Database Lists

01:38 - Activity Type

02:34 - Categories

05:09 - Keywords

06:16 - Recently Viewed Contacts

06:29 - Contact Overview

06:56 - Contact Overview - Contact Details

07:16 - Contact Overview - Keywords

08:11 - Quick Add Activity

10:02 - Reports

10:17 - Notes By Contact Report

12:16 - Activities By Contact Report

15:04 - Emails By Contact Report

17:34 - No Contact Report

18:46 - Advanced Search

20:28 - Advanced Search - Contact Options

21:28 - Contact Overview - Client Review

25:22 - Advanced Search - Bulk Actions

26:05 - Custom Exports

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