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