Reg BI, CRS, etc.
Would it be possible in Notes &/or Activity to add check boxes for delivery of:
- CRS Advisor Form (RIA) - CRS Form (Broker-Dealer)
- BIA - REG BI
- ADV - Product Brochure
Also, Make it a searchable field when in Notes (&/or Notes Report). So, when they are doing a Audit it would be a quick check for the Auditor.