Notes

1. Properties

1.1. Time Taken

1.2. Client Acess

1.3. Referral Access

1.4. Attachments

1.5. Metadata

2. Are Created by

2.1. email

2.1.1. marketing

2.1.2. email to XPLAN

2.1.3. automation

2.1.4. Outlook Plugin

2.2. Workflow

2.2.1. Wizards

2.2.2. Threads

2.2.3. Tasks

2.2.4. Alerts

2.2.5. Action Manager

2.3. Quick Merge

2.4. Clients

2.5. SMS/TXT

2.6. Research

2.6.1. Risk Researcher

2.7. Diary Notifications

2.8. 'Search' results

3. Are Accessed by

3.1. Clients

3.2. Referral Partners

3.3. Professional Advisers (other)

3.4. XMerge Templates

3.5. News/RSS Service

3.6. Cases

3.7. Assets/Liabilities/Insurance

3.8. mobile devices

3.9. Searches

4. Can Create

4.1. Tasks

4.2. Alerts

4.3. Annual Fee Disclosure Statements

4.4. Audit Trail