RizTek Labs Note Tracker
Purpose
Note Tracking and Summary Generation
Target Audience
Advisors, Financial Advisors, Wealth Managers
Description
- Allows the user to take notes and relate to person account
- Allows the user to view the note within the standard Activity timeline
- Allows the user to generate a summary of notes based on type and date range
- Allows the user to export summary in pdf
Technical Details
Standard Enhanced Notes (ContentNote)
Standard Activity Timeline
Ability to change the Type picklist values
Leverages standard Task record type
Built using LWC
RizTek Labs Member Summary
Purpose
Show customer summary and insights
Target Audience
Advisors, Financial Advisors, Wealth Managers
Description
The Status Panel is a powerful dashboard that helps Financial users to:
- Monitor key account metrics (opportunities, tasks, interactions)
- Get alerted on critical items (birthdays, overdue tasks, KYC updates)
- Quickly navigate to important records
Technical Details
Leverage standard objects / fields
Built using LWC
