Introduction
This guide will take you through the process of mapping any a question on in the Burrow finova Client Portal on-boarding fact find, into your bespoke eKeeper CRM fact find.
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finova CRM Fact Find
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 Select ‘Sections & Question’ for the row ‘Employment and Income’
The
next step requires us to scroll down the screen to Locate the ‘Self Employed’ section.In this section, we need to click on the ‘Edit’ button for area
‘Edit’ the row labelled ‘Net Profit’
On the following screen, we need to select the option field labelled Navigate to ‘Maps to Data Dictionary Field’ dropdown
This will produce a Use the dropdown list of available fields to map against, within the Burrow finova Client Portal system.
In this example, we would select the option called ‘Latest Years Net Profit App1’
Next we save 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.requiring mapping |
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IMPORTANTPlease ensure you map fields appropriately e.g. Mapping is dependant on the field type: Text fields in eKeeper the CRM are linked to text fields in BurrowClient Portal Numerical fields in eKeeper CRM are mapped to numerical fields in BurrowClient Portal |