FAQ A5 Leaflet Pages linked

Tips and useful icons

List view Located in the menu bar. Within a contact or organisation, click to return to the full list

Save Located in the menu bar. Click to save all changes. You will be prompted before exiting the page

Copy contact info. To paste elsewhere e.g. into another document or an email

Add new data Will appear when new data can be added, such as an additional contact at the organisation, or a money laundering record

Dropdown list Will appear when there is a list of options to select. Alternatively you might see a magnifying glass to search for a pick list

When contact data was last amended To view how up-to-date your contact/client’s contact information is, within the ‘Profile’ tab you can see when the record was last modified and by whom Identify your key accounts and manage them as a targeted group Use this check box to group your key clients/contacts, to add notes against them and share with your team


Key Client?

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