And or remove items from Know Your Client
It would be best if we could create our own fields in this section. You have IPS, however we collect both an IPS in some cases and an FPS. We also collect Electronic Delivery Disclosures and Authorization to Record Meetings and DL date of expiration. There is now where for us to add this information in order to run a report for our clients to see who may be missing information. For our CRM Know your Client, I would like it to look like this...
IAA
IPS: signed date: ________________
FPS: signed date: ________________
Electronic Delivery Disclosure: signed date:____________________
Authorization to Record Meetings signed date: _________________
DL expiration date: ________________
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sandra
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