Snippets allow you to add pre-populated notes, saving you time and making it easier to comply with Best Interests Duty obligations. You can pick from commonly used phrases or create your own.
Connective has provided a number of snippets but there are many comment sections without any linked snippets.
How do I use snippets in the Compliance Workflow?
Open the CRM app and select Opportunities from the main left-hand menu.
Highlight and open the relevant Opportunity.
Open the Compliance tab from the sub left-hand menu.
Use the icon to click into the Comments
Select a Snippet from the left-hand panel. A preview will appear.
Click Insert Snippet. You can then make any additional changes or additions in the right-hand text editor.
Click Close to finish.
