Customer Record User Interface

Customer Record User Interface

Customer Record User-Interface

Header

Request Information (Paper Plane Icon)

Popout modal 

  • Insert email of the recipient and click send request to have Under email the application
  • Or Copy the form URL to paste this in your personal email client
  • Or text this link to a user
  • This link will save and populate the data you have entered for this customer

Agent Signature

  • If there is an agent signature required for this Template the button will be in the top right corner of the customer record

3 Ellipses (Export)

Export to CSV

  • Export field values to a CSV file

Export through a JSON Object

  • Coming soon
  • Choose an endpoint to send field values, integration data, and documents. Learn more

Left-hand Sidebar

Status Dropdown

  • Under provides 13 color-coded statuses to filter and keep track of the application process

Search Bar

  • You can search for specific fields within the customer record on the search bar
  • If the field is in the customer record it will be highlighted in the left-hand sidebar
  • When you click on a field on the left-hand sidebar it acts like an anchor and it will pull up the corresponding field in the main section

Categories

  • 5 possible categories: Personal, Business, Banking, Processing, and Other
  • These categories are chosen within the individual field in the Template form editor and help organize the data within the Customer Record