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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

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

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