Last update: 6/30/2026
Meeder Advisor Consulting
Normal-New and Normal-Exsiting
| DANA Fields | Contents | Additional Info |
| Note Type | Normal – New Normal-Existing |
Normal-New — For normal meeting note Normal-Existing — There is existing placeholder for the meeting/event in the CRM. |
| Special Instructions | Place all instructions or directions being given by the WS to DAN on how the notes should be processed. | Example: – These are all one-on-one meetings – The time on my previous meeting was 9 AM – She might be listed as Mike or Michael |
| Internal Comments | Place instructions/tips/reminders for the proofer or enterer for proper guidance/endorsement. | Example: – Additional information for the enterer – Reasons for Clarif – Pertinent information relevant to the recording |
| Date & Time | As dictated. If not mentioned, default is recording date. |
Also get context clues from the note content
– Pacific Standard Time (PST): +3 hours |
| Interval | Skip | Not Applicable |
| Attendees | As dictated. Populate the first and last name field. Provide CRD # if found in FINRA. |
For Organization: Firm dictated. For Location: as dictated. |
| Group | Tick if applicable. | |
| Type | As specified. If not mentioned, default is Face to Face. | Face to Face—DEFAULT For Webinars: Webinar For Virtual Meetings (Zoom/Teams/etc): Not Categorized For Scheduled Phone Calls: Scheduled Phone Call For Group Meetings (when dictated): Group Meeting |
| Subject | As specified. Default if not specified. |
Default if not specified: Face to Face: Appointment with [FA] For Webinars: Webinar with [FA] For Virtual Meetings (Zoom/Teams/etc): Appointment with [FA] For Scheduled Phone Calls: Appointment with [FA] For Group Meetings: Appointment with [FA] and Others |
| Text | As dictated. Clean verbatim. Apply general writing guidelines. | Clean verbatim, clean up sentences. See Writing Guidelines. |
| Follow Ups | ALWAYS tag as No Followup | |
| For Follow-Ups | ||
| For Follow-Ups Intended for Internal Partner | Default is Task for Type. | Default Subject : Follow-up
Assign follow-ups as dictated by WS. Default due date is three (3) business days. |
Phone Call
| DANA Fields | Contents | Additional Info |
| Note Type | Phone Call | Use this when WS does not specify a call as Scheduled Phone Call, just a normal phone call. |
| Special Instructions | Place all instructions or directions being given by the WS to DAN on how the notes should be processed. | Example: – These are all one-on-one meetings – The time on my previous meeting was 9 AM – She might be listed as Mike or Michael |
| Internal Comments | Place instructions/tips/reminders for the proofer or enterer for proper guidance/endorsement. | Example: – Additional information for the enterer – Reasons for Clarif – Pertinent information relevant to the recording |
| Date & Time | As dictated. If not mentioned, default is recording date. |
Also get context clues from the note content
– Pacific Standard Time (PST): +3 hours |
| Interval | Skip | Not Applicable |
| Attendees | As dictated. Populate the first and last name field. Provide CRD # if found in FINRA. |
For Organization: Firm dictated. For Location: as dictated. |
| Group | NO GROUP for Phone Calls. | |
| Type | As specified. If not mentioned, default is Outgoing. | Outgoing—DEFAULT. Call is from WS. Incoming—Call is from FA. |
| Left Voice Mail | Tick if applicable. | Type is ALWAYS Outgoing. Then tick Voicemail. |
| Subject | As specified. Default if not specified. |
Default if not specified: Default: Phone call with [FA] For Voicemails: Voicemail for [FA] |
| Text | As dictated. Clean verbatim. Apply general writing guidelines. | Clean verbatim, clean up sentences. See Writing Guidelines. |
| Follow Ups | ALWAYS tag as No Followup | |
| For Follow-Ups | ||
| For Follow-Ups Intended for Internal Partner | Default is Task for Type. There is no GROUP FFUP in the CRM. |
Default Subject : Follow-up
Assign follow-ups as dictated by WS. Default due date is three (3) business days. |
Meeder Public Funds
Appointments
| DANA Fields | Content |
| Note Type | Normal-New |
| Task Description | Contact Name – Broker-dealer |
| Task Comments | Directly send message to WS’s app. Used for clarification. |
| Special Instructions | For WS’s instructions for specialist. |
| Internal Comments | For any instructions from the specialist or any note for reference. |
| Date | As dictated. Use recording date if not provided. |
| Time | As dictated. Leave blank if not provided. |
| Contacts | As dictated. |
| Broker-Dealer | As dictated. Leave blank if not provided. |
| Location | As dictated. Leave blank if not provided. |
| Subject | Use Appointment with [FA name] |
| Meeting Notes | As dictated. Capture verbatim but remove fillers. |
| Meeting Type (Category) | 401K Advisor Meeting Personal Time Off Not Categorized 401K Participant Meeting Drop By Webinar wMgr Face to face Drop By wMgr Face to face wMgr Internal Webinar Group Meeting Client Seminar Group Meeting wMgr 401K Trustee Meeting Conference Social Event Webinar Client Appreciation Scheduled Phone Call |
Phone Call
| DANA Fields | Content |
| Note Type | Phone Call |
| Task Description | Contact Name – Broker-dealer |
| Task Comments | Directly send message to WS’s app. Used for clarification. |
| Special Instructions | For WS’s instructions for specialist. |
| Internal Comments | For any instructions from the specialist or any note for reference. |
| Date | As dictated. Use recording date if not provided. |
| Time | As dictated. Leave blank if not provided. |
| Contacts | As dictated. |
| Broker-Dealer | As dictated. Leave blank if not provided. |
| Location | As dictated. Leave blank if not provided. |
| Subject | Use Phone call with [FA name] |
| Meeting Notes | As dictated. Capture verbatim but remove fillers. |
| Meeting Type (Category) | Outgoing Incoming |
Opportunity
| DANA Fields | Content |
| Note Type | Opportunity – New |
| Task Description | Contact Name – Broker-dealer |
| Task Comments | Directly send message to WS’s app. Used for clarification. |
| Special Instructions | For WS’s instructions for specialist. |
| Internal Comments | For any instructions from the specialist or any note for reference. |
| Date | As dictated. Use recording date if not provided. |
| Time | As dictated. Leave blank if not provided. |
| Contacts | As dictated. |
| Broker-Dealer | As dictated. Leave blank if not provided. |
| Location | As dictated. Leave blank if not provided. |
| Topic | Describes what the opportunity is; as dictated. |
| Type | Type of opportunity being created. Choose from options accordingly:
Client Increase |
| Stage | Opportunity phases; as dictated:
Exploration |
| Total Estimated Assets | Required field; the actual assets received as dictated by the regional consultant |
| Fund Type | Required field; the actual assets received as dictated by the regional consultant |
| Actual Close Date | Required field; the date when the funds were received or when the account was funded. |
| Status | As dictated by regional consultant; won or lost. |
| Owner | Name of regional consultant calling in the opportunity. |
Exercise Files