Customer Record User Interface

Customer Record User-Interface

Header

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Request Information (Paper Plane Icon)

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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

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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

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3 Ellipses (Export)

Export to CSV

• Export field values to a CSV file

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Export through a JSON Object

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

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Left-hand Sidebar

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Status Dropdown

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

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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

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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

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