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  1. MiiiA Support
  2. D365 FinServices
  3. Compliance

Generate Opt-In Renewals

Managing your Opt-In obligations on a regular basis is straightforward.

Link

To set Opt-In Dates, please see the Disclosure & Opt-In Dates article
To work with Opt-In records see the Managing Opt-In Renewals article

 

Identify Contacts

  • Navigate to the ◭ Practice Compliance dashboard

  • Select the Opt-In Clients button 

 

  • The window opens displaying Contacts where:
    a) The Next Opt-In Date is in the Current Month
    b) The Next Opt-In Date is Overdue

In this example there are three Contacts for FEB, and one overdue from JAN

Tip

After processing Opt-In records to completion the Contact's Next Opt-In Date will be moved forward, and they will disappear from this view

  • Click the view Title to change views
    You can select specific Opt-In month views

Caution

If you change the view to show Opt-In for a specific month this will show you all Contacts for the month, not just the current year

 

Generate Opt-In

  • Select all Contacts desired (tick one, many or all)
  • Click the Generate Opt-In button

  • Click OK confirm 

 

The system will generate the requested Opt-In record(s).

 

Tip

It's also possible to generate a single Opt-In record directly from a Contact. If you can't see the button check the  More Commands flyout.

 

Link

To continue the process, please see the Managing Opt-In Renewals article

 

 

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