Last update: 6/4/2026
Email Return
| DANA Field | Specs | Remarks | Example |
| Automated Transcription Result | Skip | ||
| Type | Email return | Account is email return only, no CRM entry | |
| Special Instructions | Use to take note of wholesaler instructions on how the note should be processed. | ||
| Internal Comments | Use to take note of additional information/remarks about the note. | ||
| Note Timezone | Skip | ||
| Date Start | Set to the date the recording/email was received | ||
| Time Start | Skip | ||
| Date End | Skip | ||
| Time End | Skip | ||
| Interval Minutes | Skip | ||
| Group | Tick box if there are more than one attendees | ||
| Same Follow-up | Skip | ||
| Same Organization and Location | Use when appropriate | ||
| First Name | Use client provided name | ||
| Last Name | Use client provided name | ||
| CRD | Skip | ||
| Organization | As provided by the WS or as per FINRA search result. Skip if not provided. | ||
| Location | As provided by the WS or as per FINRA search result. Skip if not provided. | ||
| Subject | As provided by the WS. Skip if not provided. | ||
| Text | Follow the format indicated in the DANA Salesperson Preference.
Date: Notes: Follow-up Task: |
For those data points that were not mentioned, just put “None” or “None Provided”. | Date: 08/14/2024 Status of Task: Completed Task Type: None provided Name of Advisor(s): Richard Wright, Robert Whibbs, B. Oliff, A. R. Flock, Jeff Brooks, Andy Wilkinson, Patrick Broadus, Brian Harrod, Julie Kandel-Pogue, Matt Lacour, Zach McGill Advisor Firm: Morgan Stanley Pensacola, FL Product/GP being discussed: Bain GSS II Additional Attendees/Resources: None Notes: Bain GSS II Follow-up Task: None |
| Group Follow-up | Skip | ||
| Meeting Type | Skip | ||
| Subtype | Skip |
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