Spaces
Apps
Templates
Create
Service Desk
All content
Space settings
Content
Results will update as you type.
How to use Service Desk
CRM
•
Getting Started
General Case Management
System Settings
•
System Settings Guide
•
Actions (Case Notes)
•
Automation Rules
•
Birthday Communications
•
Branches
•
Bulk email queue
•
Cancellation Reasons
•
Case Abandoned Reasons
•
Custom Fields
•
Customer Custom Fields
•
Diary Entry Statuses
•
Diary Entry Types
•
Document Library Entries
•
Edit Your Details
•
SMS Billing Enquiry & SMS Messages Sent
•
Maintain Permitted IP addresses
•
SMS Templates
•
How to Assign Licence to a User (Maintain MortgageKeeper Licence)
•
Email Server Details
Fact-Find
•
How to use Fact-Find (Webinar Videos)
•
Fact-find Basics
•
Editing Fact-Find Structures
•
Fact-find Structure(s)
•
Filling out the Fact-find on a product
•
Use Postcode Lookup for Address Fields within the Fact-Find
•
File Categories
•
Interest Rate Type
•
Letter Groups
•
List Sent Messages
•
Participant Clubs
•
Participant Custom Fields
•
Participant Firms
•
Participant Networks
•
Participant Types
•
Policy Types
•
Purpose of Loans
•
Repayment Methods
•
Search views
•
Simple Tasks
•
Sources
•
Spreadsheet Mappings
•
Stages
•
Stage Groups
•
Stage Prerequisites
•
Task Statuses
Templates Emails / Letters
•
Telephony Provider
•
Titles
Create a New User
•
User Teams
User Groups & Set Permissions
•
Maintain Birthday Communications
Commissions
Reports
Portals
Data Import
Integrations
Product Setup
•
Release Notes (Broker Platform)
•
Setting Up Trust Pilot Review emails using Trust Pilot's AFS (Automatic Feedback Service)
Burrow
Senro
•
Service Desk Index
•
Webinars
Service Desk
/
/
System Settings
/
Fact-Find
Summarize
Fact-Find
Adam Evans
Roly Birkwood
Michael Ttooulis
Owned by
Adam Evans
Last updated:
May 25, 2021
by
Roly Birkwood
1 min read
Loading data...
{"serverDuration": 16, "requestCorrelationId": "6947fdf95a6e4e3ba394ed7ae01a0411"}