Panel Name (Alan) | Panel Name (UX) | Scope | WF / UI | Phase | |
|---|---|---|---|---|---|
Mortgage Details 1 | Application Details | Y ⭐⭐ | WF | 2 | |
Mortgage Details 2 | Product Details | Y ⭐⭐ | WF | 2 | |
Protection Details 1 | Protection Details | Y ⭐⭐ | 1 | ||
Protection Quote Details | Protection Quote Details | Y ⭐⭐ | 1 | ||
Action History | Y ⭐ | 1 | |||
Diary Entries | Diary | Y ⭐ | WF | 2 | |
Attached Files | Attached Files | Y ⭐ | WF | 2 | |
Custom Fields | Custom | Y ⭐ | WF | 2 | |
Simple Tasks | Tasks | Y ⭐ | WF | 2 | |
Document History | Document History | Y ⭐ | WF | 2 | |
Participants | Participants | Y ⭐ | WF | 2 | |
Stage History | Product History | Y ⭐ | WF | 2 | |
Ticklists | Y ⭐ | 1 | |||
Commission Details | Commission Details | Y ⭐ | WF | 2 | |
Initial Enquiry Details | Initial Enquiry Details | Y ⭐ | WF | 2 | |
Related Products | Y ⭐ | 1 | |||
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