ID | 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