Settings
You can easily personalize the look and feel of your workflow board, as well as signin behavior and have additional automation control.
This is done from Settings > My Personalization tab.
Each change requires user to log out > log in for the change to apply.
Sign in behaviour
If switch is turned on for this option, first page upon login will always be the Dashboard page.
Dialogs and automation
With this option, when moving a deal via drag-and-drop from workflow view, you will have a choice to select which or if any automated emails should be sent to clients from that deal.
Board user interface
Options presented here influence the look of your deal tiles.
You can choose to show the following on the deal card:
deal labels
deal owner, partner (referrer) and/or primary client images
settlement or finance due date
and deal value
If you have the 'Show client on deal tile' option turned on, kindly note that this shows only the primary applicant image on the deal tile.
In cases where you have deals with more that one client, the second, third etc. clients will not show on the tile.
For example, deal card with the settings from above screenshot would look like on the below image:
While a deal card with no options selected would look like below example:
Finance due date and Settlement date cannot be shown at the same time on the deal tile. If you try to activate one, the other will automatically be switched off.
General user interface
Kindly note that the 'Show user online/offline notifications' is currently not in service.