Notes

1. Properties

1.1. Time Taken

1.2. Client Acess

1.3. Referral Access

1.4. Attachments

1.5. Metadata

2. Are Accessed by

2.1. Clients

2.2. Referral Partners

2.3. Professional Advisers (other)

2.4. XMerge Templates

2.5. News/RSS Service

2.6. Cases

2.7. Assets/Liabilities/Insurance

2.8. mobile devices

2.9. Searches

3. Are Created by

3.1. email

3.1.1. marketing

3.1.2. email to XPLAN

3.1.3. automation

3.1.4. Outlook Plugin

3.2. Workflow

3.2.1. Wizards

3.2.2. Threads

3.2.3. Tasks

3.2.4. Alerts

3.2.5. Action Manager

3.3. Quick Merge

3.4. Clients

3.5. SMS/TXT

3.6. Research

3.6.1. Risk Researcher

3.7. Diary Notifications

3.8. 'Search' results

4. Can Create

4.1. Tasks

4.2. Alerts

4.3. Annual Fee Disclosure Statements

4.4. Audit Trail