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Using Snippets in the Compliance Workflow
Using Snippets in the Compliance Workflow
Updated over 10 months ago

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?

  1. Open the CRM app and select Opportunities from the main left-hand menu.

  2. Highlight and open the relevant Opportunity.

  3. Open the Compliance tab from the sub left-hand menu.

  4. Use the icon to click into the Comments

  5. Select a Snippet from the left-hand panel. A preview will appear.

  6. Click Insert Snippet. You can then make any additional changes or additions in the right-hand text editor.

  7. Click Close to finish.

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