AutoConvert allows all Users to have their own "Application View". This is useful for different departments dealing with different areas of the business, i.e. Agent looking at new applications, underwriting teams dealing with the approved applications or the payout team viewing their applications.
To create this view, you first need to "Build" a report within Reporting > Report Builder:
- If you already have several reports/views, you can build from an existing one
- Choose the columns that you want to see
- Choose the date range
- This can be amended when viewing in the Application view
- Choose the filters that you want to see i.e.
- Approved Sub Statuses
- Click apply
Now that you are in the reporting view, click save
- Choose specific Users that want/need this Application view and/or
- Choose Users that are in certain Custom Roles
In order to have the View within Applications, you will need to then add your created "Report" to the "Navigation" area.
Settings > Account > Navigation
Note:
If you cannot see the new Application view, please contact us as we will need to enable this Feature for you.
