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Hummingbird Help Center
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General
Analytics
Case Management
Collaboration
Data Integrations
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
Platform Administration
Reporting
User Administration
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How can I remove a Profile from a case?

Simple! Just:
  1. 1.
    Open the case.
  2. 2.
    Scroll down to the "Collected Info"s section.
  3. 3.
    Open the profile you want to remove
  4. 4.
    Click "Remove from case"
  5. 5.
    You're done.
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How can I add information to a case?
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Last modified 4mo ago