Explains Key Steps to Sort Clients by Type and AML Risk Factor in Remindoo
1. Introduction to Sorting Clients 0:00
- Overview of the purpose of sorting clients.
- Explanation of the sorting feature.
2. Sorting by Client Type 0:11
- Click on the ‘type’ column header.
- Observe the sorting arrow indicating sorting functionality.
- Limited companies will appear at the top of the list.
- Other types will be displayed as you scroll down:
- Private limited companies
- Self-employed
- Landlord
- Partnership
- Non-residential landlord
3. Sorting by AML Risk Factor 0:31
- Click on the ‘AML risk factor’ column header.
- Low-risk clients will be sorted to the top.
- Clients with missing risk factors will be displayed next.
- High-risk clients will appear at the bottom.
4. Customizing Visibility 1:02
- Use the sorting feature to customize how you view your clients.
- Adjust sorting based on different criteria as needed.
5. Conclusion 1:02
- Thank you for watching.
- Encourage viewers to utilize the sorting feature for better client management.
