Located at the bottom and top of the application. _________ has tools that allows you to access multiple areas of the application at anytime.
100
Results View
This section of Lists returns account details in tabular format after a query is "run"
100
Interactions Tabs
This subcomponent provides the FA with a detailed historical view of client correspondance, tasks, and notes.
100
Sync's to your Outlook Calendar
Changes made to your Calendar in 3D automatically does what....
100
Preferences in 3D
Allows you to bookmark the FA numbers you use most frequently
200
Favorite Accounts
You can bookmark an account or account group for easy access
200
Book Views
Lists sub category which holds legacy queries from "Smith and Barney"
200
Profile Page within Financials
This section provides detailed information about the client and account . Includes contact info and general account details
200
Permissions
To change other people's access rights to your calendar you would navigate to this component of the Calendar tab in Contact Management
200
Discretionary
This term refers to the fact that investment decisions are made at the portfolio manager's discretion.
300
Alerts Console
This section of Framework provides the user with real time notifications when specific activities occur such as money movement, journals, and account transfers.
300
Custom Contact List
Creating a __________ from the Lists Home Page allows a FA to create a custom query using a number of different filters and attributes.
300
1) Account View 2)Linked Group View 3)Household View
Most pages in 3D Financials can be viewed in one or more of these 3 customized views.
300
1) Calendars
2) Team Calendars
Name the two calandar types that can be found under the Calendar tab for Contact Management
300
3D Homepage
This 3D module is totally customizable by the FA and can be edited by "managing your workspace"
400
Lookup
Use this feature to search for any client in your book of business. You have the option to search by Name, Account Number, Relationship Group, and/or Social Security Number or Tax ID number
400
All Searches
This section contains the majority of list queries and can be sorted by category or alphabetically.
400
Dashboard or "Dash"
Provides a holistic view of a client's balances, performance, recent activity and top ten holdings within one page.
400
The Calendar tab
Allows you to view, add and edit scheduled items with the current contact.
400
Tech Connect!!!!!
If you have any technical issue on the MS system... "Who you gonna call?" (Hint its not ghostbusters)
500
Call History
Lists your most recent calls in and out the office using click2dial.
500
People Lists and Account Lists
These are the two types of working lists that can be created by an FA
500
Account Plating
This feature provides a consolidated view so you can effectively view details about a client and his/her account.
500
1) My Tasks
2) My Delegated Tasks
3) Others’ Tasks
Name the 3 task types you will find under the tasks tab for Contact Management
500
"Entitlements" for that feature
If you can't see something in 3D most likely you dont have what?