Counterparty Oversight - Custom Fields
For admins, compliance teams, and overseers of counterparty oversight requirements, learn how to capture even more information and data on your clients! Enhance reporting and workflows.
Lesson 1: How to use this course
Lesson 2: What to Expect
Lesson 1: Understanding and Creating Custom Fields
Lesson 2: Managing Custom Fields
Lesson 3: Marketing Custom Fields (Optional)
Lesson 4: Knowledge Check