Best Practice: Always go through this before transcribing to refresh your memory of the RM’s preference.

Best Practices:
1) Email address only – search and verify using the contact’s email address. If there’s a positive match from the CRM, a firm or a reputable website, use the verified first name and last name and type the email provided in the Special Instruction. If there’s no positive match, use the email address provided in the contact field and type in the Internal Comment – no first name and last name provided.
2) First Name & Last Name only – search and verify using the contact’s first name and last name. If there’s a positive match from the CRM, a firm or a reputable website, use the verified first name and last name. If there’s no positive match, use the first name and last name provided in the contact field and type in the Internal Comment – unable to verify contact.
3) First Name, Last Name & Email Address only – search and verify using the contact’s first name, last name, and email address. If there’s a positive match from the CRM, a firm or a reputable website, use the verified first name and last name and type the email provided in the Special Instruction. If there’s no positive match, use the first name, last name provided in the contact field and email address in the Special Instruction and type in the Internal Comment – unable to verify contact.

Note: Always add the RM and other BLK sales team members provided to the Appointments.

If 1 attendee: Appointment with [Attendee Name]
If 2 attendees: Meeting with [Attendee Name 1] & [Attendee Name 2]
If 3 or more attendees: Appointment with [Attendee Name] – [Firm Name], et al.

Best Practice: Initial capitals (also known as title case or uppercase) are used for the first letter of the first word in a sentence, proper nouns (names, places), titles, days, months, and specific holidays. Proper capitalization improves readability and identifies specific entities or the start of new ideas.

In title case, prepositions and conjunctions are generally not capitalized unless they are the first or last word of a title. Short words (typically four letters or fewer, such as at, by, for, in, or, and, but) are lowercase, while some style guides advise capitalizing longer prepositions (five+ letters, like Around or Without)

Best Practice: Search and verify the complete product name in the CRM.

Best Practice: Search and verify the complete product name in the CRM.

Best Practice: Always go through this before transcribing to refresh your memory of the RM’s preference.

Best Practices:
1) Email address only – search and verify using the contact’s email address. If there’s a positive match from the CRM, a firm or a reputable website, use the verified first name and last name and type the email provided in the Special Instruction. If there’s no positive match, use the email address provided in the contact field and type in the Internal Comment – no first name and last name provided.
2) First Name & Last Name only – search and verify using the contact’s first name and last name. If there’s a positive match from the CRM, a firm or a reputable website, use the verified first name and last name. If there’s no positive match, use the first name and last name provided in the contact field and type in the Internal Comment – unable to verify contact.
3) First Name, Last Name & Email Address only – search and verify using the contact’s first name, last name, and email address. If there’s a positive match from the CRM, a firm or a reputable website, use the verified first name and last name and type the email provided in the Special Instruction. If there’s no positive match, use the first name, last name provided in the contact field and email address in the Special Instruction and type in the Internal Comment – unable to verify contact.

Note: Always add the RM and other BLK sales team members provided to the Appointments.

If 1 attendee: Appointment with [Attendee Name]
If 2 attendees: Meeting with [Attendee Name 1] & [Attendee Name 2]
If 3 or more attendees: Appointment with [Attendee Name] – [Firm Name], et al.

Best Practice: Initial capitals (also known as title case or uppercase) are used for the first letter of the first word in a sentence, proper nouns (names, places), titles, days, months, and specific holidays. Proper capitalization improves readability and identifies specific entities or the start of new ideas.

In title case, prepositions and conjunctions are generally not capitalized unless they are the first or last word of a title. Short words (typically four letters or fewer, such as at, by, for, in, or, and, but) are lowercase, while some style guides advise capitalizing longer prepositions (five+ letters, like Around or Without)

Best Practice: Search and verify the complete product name in the CRM.

Best Practice: Search and verify the complete product name in the CRM.

Best Practice: Always go through this before transcribing to refresh your memory of the RM’s preference.

Best Practices:
1) Email address only – search and verify using the contact’s email address. If there’s a positive match from the CRM, a firm or a reputable website, use the verified first name and last name and type the email provided in the Special Instruction. If there’s no positive match, use the email address provided in the contact field and type in the Internal Comment – no first name and last name provided.
2) First Name & Last Name only – search and verify using the contact’s first name and last name. If there’s a positive match from the CRM, a firm or a reputable website, use the verified first name and last name. If there’s no positive match, use the first name and last name provided in the contact field and type in the Internal Comment – unable to verify contact.
3) First Name, Last Name & Email Address only – search and verify using the contact’s first name, last name, and email address. If there’s a positive match from the CRM, a firm or a reputable website, use the verified first name and last name and type the email provided in the Special Instruction. If there’s no positive match, use the first name, last name provided in the contact field and email address in the Special Instruction and type in the Internal Comment – unable to verify contact.

Best Practice: Search and verify the complete product name in the CRM.

Best Practice: Search and verify the complete product name in the CRM.

Best Practice: Always go through this before transcribing to refresh your memory of the RM’s preference.

Best Practices:
1) Email address only – search and verify using the contact’s email address. If there’s a positive match from the CRM, a firm or a reputable website, use the verified first name and last name and type the email provided in the Special Instruction. If there’s no positive match, use the email address provided in the contact field and type in the Internal Comment – no first name and last name provided.
2) First Name & Last Name only – search and verify using the contact’s first name and last name. If there’s a positive match from the CRM, a firm or a reputable website, use the verified first name and last name. If there’s no positive match, use the first name and last name provided in the contact field and type in the Internal Comment – unable to verify contact.
3) First Name, Last Name & Email Address only – search and verify using the contact’s first name, last name, and email address. If there’s a positive match from the CRM, a firm or a reputable website, use the verified first name and last name and type the email provided in the Special Instruction. If there’s no positive match, use the first name, last name provided in the contact field and email address in the Special Instruction and type in the Internal Comment – unable to verify contact.

For Add profile:
1) What is the First Name*?
2) What is the Last Name*?
3) What is the Org*?

For add Org:
1) What is the Org Type*?
2) What is the Org Subtype*?

Best Practice: Always go through this before transcribing to refresh your memory of the RM’s preference.

Receipts may not appear clear all the time or may have been photographed as crumpled so we need to examine closely the details stated on the receipts.

If no date was specified or found, select processing date.

For hotels and parking expenses, always capture the exit/out date or the departure date as the date in Dana.

Most common expenses we received are the following:

1. Employee Daily Travel Allowance (personal meal of the RM)
2. Personal Vehicle Mileage
3. Other Types:
Airfare (if RM sent out an invoice, it will yield 2 notes = 1 airfare and 1 travel agency fees)
Car Rental
Car Rental Fuel
Hotel
Parking
Rail Travel
Taxi (IMPORTANT: If the Uber receipt indicates an Uber Cash discount, no need to plot a note for it. We can just stick to processing the amount swiped via the AMEX card or paid OOP.)
Travel Agency Fees (if RM sent out an invoice, it will yield 2 notes = 1 airfare and 1 travel agency fees)
Travel – Local (for subway, ferry and bus tickets)
Travel Other (for wi-fi charges or inflight wi-fi and baggage fees)
Office Supplies
Printing
Professional Qualification Fee (for CFA or other license renewal)
Postage & Shipping (for shipping costs)

IMPORTANT: Always write it in two decimal places.
Ex. $10.00

IMPORTANT: Please indicate the expense amount as well on the Quick Comments field in Dana as best practice.

***For Uber/taxi expenses, leave it blank***

General default if not specified or no default: Client related expenses, NOT to be charged back
Nless specified otherwise)