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General
Analytics
Case Management
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Features
CRM Relationships (including beneficial owners)
CRM Entity Merging
Traceable Filings
Batch Filings w/ FinCEN
Enhanced Dashboard Filtering
Case Pinning
Quick Links
Can I lock the information in a case?
Can I add custom suspicious activities to the Activities task?
Can I configure surveys within a workflow?
How can I add information to a case?
How can I remove a Profile from a case?
How can I update information for an entity?
How can I visualize the connections among all the entities within a case?
How can I visualize the location of each of the entities associated with a case?
How will the information in my case map to fields in Suspicious Activity Reports (SARs)?
What are narrative templates and where I can manage them in Hummingbird?
Where can I add attachments to my case?
How do I manage transactions?
Would I get notified when a subject is involved in another case?
Hummingbird API
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Reporting
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How can I remove a Profile from a case?
Simple! Just:
1.
Open the case.
2.
Scroll down to the "Collected Info"s section.
3.
Open the profile you want to remove
4.
Click "Remove from case"
5.
You're done.
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How can I add information to a case?
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How can I update information for an entity?
Last modified
4mo ago
