Smartstaff
95
edits
Changes
no edit summary
{{ProfessionalServices}}
On-request checks can be made against the OFAC's online database within SmartSimple. For example, on an organization [[profile]], a web page view field [[Web_Page_View_Field]] can be configured that exposes the following check results: <br />
[[Image:RunOFACCheck2.png|link=|600px]]<br />
In the above illustration, the OFAC check has returned one 100% match result on the company name, and no results on the attached contacts.
|}
In order to run an ad hoc OFAC check on a particular organization record, a Web Page View field [[Web_Page_View_Field]] must be created within the Organization custom fields. The content of the Web Page View [[Web_Page_View_Field]] may be configured simiarly to the example shown below:
: [[Image:OFAC WPV.png|link=|800px]]
When using a Web Page View field[[Web_Page_View_Field]], you have the option to 'Enable Save to Server' within the field settings. This will allow you to define an upload field on the organization profile where the stored PDF copy of the OFAC results will be saved when triggered.