Metronic | Dashboard

Phone	Preferred
(02) 1234 5678	True
(0400) 987 432	false

Email	Preferred
abc@123.com	True
test@test.com	false

Accepts:

Marketing Mail Electronic Disclosure

Address	Type
1 Hope St, Hope Island, QLD 4212	Street Address

Client Code:

Status:

Client Type:

Client Category:

Introduction Type:

Client Name:

Contact:

Short Name:

Salutaion:

Key Comment:

Internal Client Code:

Common Renewal Date:

Client Portal:

Date Registered:

Branch:

Adviser:

Branch	Adviser Code	Adviser	Comments	Valid From	To
248	262210	Andrew Pearson	Test Comment	25/02/2018
999	262210	Andrew Pearson		22/08/2013	27/02/2018

Distribution Date	Distribution Type	Adviser Name	Document Name	Version
01/03/2018	PrePrinted	Andrew Pearson	Financial Services Guide & Privacy Collection	3.60
10/09/2013	PrePrinted	Andrew Pearson	Financial Services Guide	2.50

1. Was this client referred by CBA:

2. Was client contacted with 1 business day (24 hours) of receiving the lead?:

3. Was a site visit completed:

4. Was a 5 star report completed:

5. Referral Status:

6. Additional Information:

Client Code	Client Name	Comments	Association
C100012416	Dummy Smith		One-Way
C100012277	John Smith		One-Way

Note Type	Note	Created By	Created Date
Claims Info	Testing	gilliand	08/09/2010
General	Test	darranc	11/08/2017
General	asdasdasd	mikek	16/08/2017
General	asdasdasdasdasd	mike	16/08/2017