Once a conflict check has been performed for a customer, you can send a summary, for example, to all shareholders for comments. This ensures that handling the customer does not prevent the management of a more important matter that has been agreed upon verbally but not yet recorded in the software.

To send a conflict inquiry:

• Select “Send Conflict Inquiry by Email” from the conflict check window’s ribbon.
  
  
• This opens a conflict inquiry email containing an attachment that lists the matter’s party information. 
  • The email subject is “Conflict Inquiry – [Principal’s Name].” 
  • The message includes the description written for the conflict check, a list of parties, and information about the responsible person and the user processing the inquiry.
    
    
• The attached party report is named “Conflict Inquiry – [Principal’s Name],” with the sending date and time appended. NOTE: For the report attachment to work, the main user must publish the “Conflict Check Parties” report in the software settings.
• The party report lists the parties added to the conflict check and their roles in various matters in the following order: 1. Principal, 2. Client (as in main party), 3. Payer, 4. Opponent, 5. Other roles. If several parties have the same role, they are listed alphabetically by name.
  
  
• The PDF file generated by sending the conflict inquiry is also available via the Reports button in the conflict check window.