| | |
|---|
Products Panels - Part 1 Link | 29/11/22 | Mortgage Details 1 (Application Details) (03:00)
Mortgage Details 2 (Product Details) (20:00)
Action History (Case Notes) (26:00)
Diary Entry (34:00)
Attached Files (50:51)
Custom Fields (Further Details) (59:00)
Simple Tasks (1:05:00)
Document History (1:13:00)
Document History - send emails (1:28:37)
Email History (1:32:00) |
Products Panels - Part 2 Link | | Participants (00:00)
Stage History (12:55)
Ticklists (15:14) - Compliance Checklist
Commission Details (42:24)
Related Products (53:00) |
Products Panels - Part 3 Link | 16/12/22 | Protection Product Panels - PP03 - Additional desk Details, PP04 Policy Details (02:22 )
After Update Pages (13:00)
New Participants (Tabs at bottom). (1:00:00)? |
Products Panels - Part 4 | 10/01/23 | Scope (00:00)
Product After Update (4:40)
Sending Letters (5:32)
Sending Emails (32:18)
Sending Text Messages (46:00)
Attaching Files (55:33)
Linking Related Products (58:25) (Text- Used?)
Related Products - Commission (1:03:00) (1:18:00)
Case Notifications (1:30:00)
Adding Participants (Security Questions where? used?) (1:17:00)
Diary Entries - (permissions & find free slot?) (1:22:00)
Case Note Statistics (used?) (1:24:00)
Sourcing Systems (1:30:00)
Changing Applicant Order (1:32:00)
Product Ownership History (role history)
Adding Dairy Entry for User Role (used?)
Case Abandoned
Initial Enquiry Details (1:37:00) |