During your company's internal audits (Weekly, Monthly, etc.) the best place to conduct QA is in the Reports - Click HERE

Keep up-to-date

• Find missing contacts (= no Access tags). 
  • Only the System Administrator can find contacts with no Access tags on the Contacts Page (export to CSV file to filter in spread sheet program) - look for empty TAG cells.
  • Only the System Administrator can give an Access tag to these type of contacts
• Find documents that need to be completed or need digital signatures (Library - Custom Reports - Click HERE)

  • Contact Pending Signatures

  • Log Review by Status - managing documentation that must be completed within a particular time frame

• Pending Signatures - by user (requires File Audit Permission - Standard Reports - Click Here)
• Run the Duplicate Client Report and Merge duplicate contacts

Audit

• Print (Save to PDF) specific client Activity Log entries (Activity Log Filter and Print All - Click HERE)
• Q-Log Audit (Click HERE)
• Unlock Log entries
  • File Audit permission - Click HERE 
  • Group Notes - Click HERE
• Great BestNotes FAQs (Click HERE)