Page Comparison

Prompt for FS Permission on applicant save

When adding/updating an applicant and clicking save, a prompt can be displayed

From the applicant record:

• Click Save
  The Financial Services Permission window will be displayed
  
  
  

• Select the relevant option and click Accept

Send FS referral email

When Permission Given is selected (from the Financial Services Permission screen):

• An email is automatically generated - addressed to the relevant Financial Services contact in your organisation

Prompt after entering applicant status

When adding/updating applicant status, the financial services permission prompt can also be displayed

From the applicant record:

• Click Status
  
  Enter relevant information for the applicant
  

• When closing the Applicant Status screen, the Financial Services Permission prompt is displayed
  (as shown in the Basic level configuration section above)

Financial Services option on applicant screen

A Financial Services button can be displayed on the applicant screen

This allows the Financial Services Permission status to be viewed and/or changed at any time, as required 

From the applicant record:

• Click Financial Services button (from options across top)
  

• The Financial Services Permission screen is displayed
  (as shown in the Basic level configuration section above)

Option to log appointment booked & prompt

When this option is enabled:

• The Financial Services Permission screen includes a tick box to log Financial Services appointment booked 
  (see a)
  

• When saving an applicant with the Financial Services status of Not Yet Asked or Permission Given, a prompt is displayed to confirm whether an appointment has been made for the applicant (see b)
  

  • Clicking Yes will tick the Financial Services appointment booked box in the Financial Services Permission screen

a - Extra box on FS Permission screen

b - Extra prompt to ask if appointment booked