1
What should you do after you respond to a client's response email (DCC Case because the client responded)?
Example: You send a close out email, and the client responds with something that requires a reply to the client from you
After the email is reviewed and sent, feel free to 'resolve' the case. A new DCC case will be created once again if the client responds.
How do you add attachments to emails?
To the right of your email draft above where we select templates
I'm wondering if this would be a good best practice for NIGO outcalls, maybe we can send a copy of the NIGO paperwork back to the client to remind them of what was sent in and what is wrong with it.
False:
We should only be using non-secure
What are two ways to email a client
A. Starting an email from their client contact page
B. Replying (still a timeline function) through the DCC case created from the client's email
What is the main difference between the personal investor app and the DCC app? Keep in mind that we can do essentially everything in both apps.
Tabs
True or False: You need to be in the DCC app to initiate client contact.
False:
You can do this in either application.
Why do we not want to send emails from our CMS cases used to make corrections?
The client's response (if they respond) will go directly into our CMS case instead of creating a DCC case
What should you do if a template is not populating when you click "insert template?"
Ensure that CMS Primary is listed as the business group, and then click refresh/ save.
True or False: A case assigned to you will populate in the DCC dashboard page
True
I have not gotten a response yet, so I do not know if it also shows up in your active cases
Where can you find emails that were sent to clients that did not respond (therefore, did not create a DCC case)?
Client contact page
Client Contact Page
Important that it is not sent from our CMS cases we use for corrections
True or False: Emails will appear in the client contact page AND the DCC case (if the client happens to respond or email us first).
True