Panel Name (Alan) | Panel Name (UX) | Scope | |
|---|---|---|---|
Mortgage Details 1 | Application Details | Y ⭐⭐ | |
Mortgage Details 2 | Product Details | Y ⭐⭐ | |
Protection Details 1 | Protection Details | Y ⭐⭐ | |
Protection Quote Details | Protection Quote Details | Y ⭐⭐ | |
Action History | Y ⭐ | ||
Diary Entries | Diary | Y ⭐ | |
Attached Files | Attached Files | Y ⭐ | |
Custom Fields | Custom | Y ⭐ | |
Simple Tasks | Tasks | Y ⭐ | |
Document History | Document History | Y ⭐ | |
Participants | Participants | Y ⭐ | |
Stage History | Product History | Y ⭐ | |
Ticklists | Y ⭐ | ||
Commission Details | Commission Details | Y ⭐ | |
Initial Enquiry Details | Initial Enquiry Details | Y ⭐ | |
Related Products | Y ⭐ | ||
Product Image Showcase | N | ||
Investment Transactions | N | ||
Investment Funds | N | ||
Credit Search | N | ||
Hometrack Search | N | ||
Borrower Experience | N | ||
Product Timeline Panel | N |
General
Content
Integrations