We’ll use this space to track the following design activities
ID | Panel Name (eKeeper) | Panel Name (Settings) | Proposed Name (UX) | Scope | Priority | WF / UI | Version | Phase | Comments | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Application Details | Mortgage Details 1 | Application Details | ✔️ |
| WF |
3 | 1.0 | 💬 | ||||||||||
Product Details | Mortgage Details 2 | Product Details | ✔️ |
| WF |
3 | 1.0 | 💬 | |
Protection Details 1 |
Protection Details
✔️ |
| 1 | 1.0 | 💬 |
Protection Quote Details | ✔️ |
| 1 | 1.0 | 💬 | |||||||||||
Case Notes | Action History | Notes | ✔️ |
|
WF | 4? | 1.0 | 💬 | |||||||||
Diary Entries | Diary Entries | Diary | ✔️ |
| WF |
4? | 1.0 | 💬 | ||||||||||
Attached Files | Attached Files | Attached Files | ✔️ |
| WF |
3 | 1.0 | 💬 |
Custom Fields
Further Details | Further Details | (Brokers would be able to name it?) | ✔️ |
| WF |
3 | 1.0 | 💬 | ||||||||||
Simple Tasks | Simple Tasks | Tasks List | ✔️ |
| WF |
3 | 1.0 | 💬 | |||||||||
Document History | Document History | ✔️ |
|
WF
1 | 1.0 | 💬 | ||||||||||||||
Participants | Participants | Participants | ✔️ |
| WF | 2 | 1.0 | 💬 | ||||||||
Stage History | Stage History | Product History | ✔️ |
| WF |
3 | 1.0 | 💬 | ||||||||||||||
Supporting Documents | Ticklists | ✔️ |
| 1 | 1.0 | 💬 This panel has different name in the recording and in the CRM 🤔 | ||||||||||
Commission |
Options | Commission Details | ✔️ |
|
WF
1 | 1.0 | 💬 | |||||||||
Initial Enquiry Details | Initial Enquiry Details | ✔️ |
|
1 |
2
1.0 | 💬 | |||||||||||||||
Related Products | Related Products | ✔️ |
| 1 | 1.0 | 💬 | ||||||||||
Trustees and Beneficiaries | Trustees & Beneficiaries | ✔️ |
| 1.0 | ||||||||||||
Additional Product Details | Product Image Showcase | ❌ | - | 💬 To be confirmed | ||||||||||||
Transactions | Investment Transactions | ❌ | - | 💬 To be confirmed | ||||||||||||
Funds | Investment Funds | ❌ | - | 💬 To be confirmed | ||||||||||||
Credit Search | Credit Search | ❌ | - | 💬 To be confirmed | ||||||||||||
Hometrack | Hometrack Search | ❌ | - | 💬 To be confirmed | ||||||||||||
Borrower Experience | Borrower Experience | ❌ | - | 💬 To be confirmed | ||||||||||||
Email History | Product Timeline Panel | ❌ | - | 💬 To be confirmed |