Last update: 3/24/2026
Main Note
| DANA Field | Specs | Spreadsheet Column | Notes |
| Internal Comments | Use to provide information/instructions to the enterer/proofer on how to process the note. | ||
| Special Instructions | Use to take note of instructions from wholesaler on how the note is to be processed. | ||
| Date Start | As specified. | Date of Interaction | |
| Time | Skip | ||
| Date End | Skip | ||
| Time | Skip | ||
| Interval Minutes | Skip | ||
| Group | Tick if there are multiple Primary External Contacts. | ||
| Same Follow-up | Skip | ||
| First Name | As specified. | Primary External Contact | |
| Last Name | As specified. | Primary External Contact | |
| CRD# | Optional. | ||
| Related Firm | As specified. | ||
| Location | Optional. | ||
| Subject | As specified. | Subject | |
| Purpose | As specified. | Summary | |
| Group Follow-up | Skip. | ||
| Meeting Details | |||
| Format | As specified. | Format | |
| Objective | As specified. | Objective | |
| Investment Consideration | As specified. | Details | |
| Top Level | Skip. | ||
| Products | As specified. | Primary Product | |
| Barings Contacts | As specified. | Primary Internal (Barings) Contact | |
| Business At Risk | Skip. | ||
| Follow-up | As specified. Tick FF tick box to expand options. See Follow-Up tab. | Follow-up Required? | |
| Notes are sent in a spreadsheet. |
Follow-Up
| DANA Field | Specs | Spreadsheet Column | Notes |
| Type | Skip | ||
| Assigned To | As specified. | Responsibility | |
| Due Date | As specified. | Target Completion Date | |
| Subject | Type “Follow-up” | ||
| Text | As specified. | Detail for Follow Up / Topic | |
| Notes are sent in a spreadsheet. |
Exercise Files