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