Creating deliverables

You can use deliverables to track reporting requirements, due dates, delivery dates, and correspondence.

  1. Select Custodial Account Management > Custodial Account Management.
  2. Open a custodial account record.
  3. On the Deliverables tab, click Create and specify this information:
    Deliverable
    Specify a name for the deliverable.
    Description
    Specify a description for the deliverable
    Person Responsible
    Select the person responsible for the deliverable.
    Due Date
    Select a due date for the deliverable.
    Delivered Date
    Select a delivered date
  4. Click Save.