Note Events
HeldAway is designed to help professional advisors manage financial assets, but many financial events are driven by, or linked to written plans or even communication. Phone, text and email conversation are natural ways in which we work with each other and Note Events capture this data within HeldAway, making the context and content available for performing tasks.
Emails are the most common form of note event, Our users all receive a custom inbox which stores the following fields (and more)
- Date
- To
- From
- cc
- bcc
- reply to
- subject
- body
- email Headers
- attachments
These note events are stored chronologically in a users event timeline and the attachments are separately stored in the storefront.
Notes can be used to create financial transactions or custom reports and they can be scheduled to automatically run based on rules.