Introduction
This guide will take you through the process of mapping any question on the Burrow on-boarding fact find, into your bespoke eKeeper CRM fact find.
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NOTE
Please ensure you have the following user permission turned-on against your user group:
Location: Home / System Settings / User Permission Groups & Set Permissions
Location
Navigate to the following screen:
Home / System Settings / File-Find Structure(s)
Select the Fact Find
Choose the fact find you wish to add/edit the mapping change(s).
Mapping a Question
In this example, we are going to map Applicant 1’s Self Employed Net Income for the previous year.
On the page, we need to click on the button ‘Sections & Question’ for the row ‘Employment and Income’
The next step requires us to scroll down the screen to the ‘Self Employed’ section.
In this section, we need to click on the ‘Edit’ button for the row labelled ‘Net Profit’
On the following screen, we need to select the option field labelled ‘Maps to Data Dictionary Field’
This will produce a dropdown list of available fields to map against, within the Burrow system.
In this example, we would select the option called ‘Latest Years Net Profit App1’
Next we save the change by clicking the ‘Submit’ button at the bottom of the screen.
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INFORMATION Repeat the above process for each question you wish to map. |
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IMPORTANT Please ensure you map fields appropriately e.g. Text fields in eKeeper are linked to text fields in Burrow Numerical fields in eKeeper are mapped to numerical fields in Burrow |