The following items can be changed for your user, when accessing the edit your details link via the system settings page.

• User ID
• Forename
• Surname
• Password
• Active status
• Letter Signature
• Daytime Phone number
• Evening Phone number
• Mobile Phone number
• Fax
• Email
• Branch
• User Group
• User Team
• User Team Rota Order
• User Role
• Participant Link
• Default Summary displayed on the homepage
• Outgoing email setup (SMTP server details)
• Sourcing System Setup (trigold integration)
• SMS settings (enabled/disabled for sending SMS messages)
• VOIP Telephony settings
• Whether your user is licensed
• Default Associated Users

Branches allow you to categorise the products your customers have setup with you, by the branch of your company that is processing the product.

Action note types are a list of types of note that you can pick from when creating a new note on your customer's products.

This is useful as the type of note appears under the description column on the action note panel next to the note text. An example action note type is 'Phone call received' or 'Email sent'

Simple tasks are checklist items that can be customised. You can use them to keep track of when a user has completed particular tasks.

For example: You could create a simple task called 'Fact-Find Completed', this could be checked to state when a user has finished filling out the fact-find with their customer's on a particular product

Simple tasks are housed in the Simple Tasks panel on the product page.

To use this feature, the panel must be set to display on the product's panel layout setup.

Participant Clubs are used to represent the Mortgage Club a particular participant is associated with. They are housed in a drop down field against the participant.

If this permission is disabled, users will still be able to select the participant club against a participant, however they will not be able to create new participant clubs, or edit the names of existing ones.

Tasks statuses are the a list of points in your process relating to insurance products such as Life Cover and Physical Health Insurance. They are similar to stages (used for mortgages).

Participant Types are used to group participant's of a particular role together.

Examples of participant types are:

• Estate Agents
• Solicitors
• Introducers
• Your company
• Adviser
• Doctors etc.

If this permission is disabled then the user will still be able to search for a participant by type and also assign a type to the participant, however they will no longer be able to create new participant types or edit the name of an existing one.

File categories are identifying names associated with files that you attach to your products.

When attaching a file to the system, along with a description of the attachment you can also select a category for the file. This makes it easier to identify the file later on as 'The KFI' for example.

For example a file category name might be 'Name ID', 'Application Forms', 'Illustrations', 'Sourcing Results' etc.

You can also setup file categories for your document library.

Customer categories are custom fields that you can add to the customer details page.

An example is 'Known As', in which you would obtain the customer's preferred name

Custom Fields are fields that you can add to your products so that they can record information relating to the product you are working on.

Custom fields can be Text fields, Drop down fields, Headers, informational boxes etc.

An example could be 'Newsletter preference', this could be set as a drop down customer field

Policy types can be used to record the type of policy such as guaranteed premiums or unit linked.

It could also be used to record if the policy is for whole of life, family income protection etc.

This permission will enable you to add or amend policy types.

Licenses are used to manage which users are able to access your eKeeper CRM. If this permission is enabled for a user group, then user's within that group are able to assign and reassign licenses to different users.

It is possible to have a user in the system set as active, but unlicensed. This user could be assigned to cases/products, but would not be able to access the cases/products themselves.

Note: Only account holders/representatives can request additional licenses past your current total. This should be done via email.

A mapping tells the system where to look in a loaded spreadsheet for particular pieces of information such as mortgage valuation and where to put them on cases in eKeeper.

Supporting document categories are entries in the supporting document panels.

They can be configured to appear for each applicant or depending on whether a lender has a particular set of supporting document requirments.

Example supporting document categories are Name ID; Address ID; 6 Months Bank Statement etc.

Supporting document phrases can be used in your letter templates to add a line stating the status of the supporting document i.e. whether it is requested, received etc.

You are able to utilise merge fields to add the supporting document name into the phrase

E.g. The following phrase

<<TicklistCategory>> for <<ApplicantName>> was requested on <<DateRequested>>

Would look like:

"Name ID for Terry was requested on 19/12/2017"

when included in a produced letter template

Teams are useful groupings for your user's.

It is possible to setup your user group permissions so that users in a particular usergroup can see products where the assigned adviser is in their team.

Product sources can be used to define a set of lead sources for the products that you process on behalf of your customers.