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Knowledge Transfer Prospects, Clients & Non-Client Technical Overview

Please enter your Scotia email address here for tracking purposes
Name
How many page layouts are currently in use for Clients, Prospects & Non-Clients
3
6
5
10
One Individual Record Type Mapper must be labeled 'Person Account'
True
False
Select all below statements that are true about the Global View
A global view is created when every Client, Prospect or Non-Client is created
When data is changed on the original Client, Prospect or Non-Client record, the global view is updated
If a record's status is marked as "Merged" or "Purged", the global view is not deleted
If you are on the Wealth Team for a Client, Prospect or Non-Client, you will not see the global view for that client
Field history data is retained forever
True
False
Can the user make changes to the Name field on the Client?
Yes
No
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