ID | Panel Name (eKeeper) | Panel Name (UX) | Scope | Priority | WF / UI | Version | Phase | Comments | |
|---|---|---|---|---|---|---|---|---|---|
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