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This guide has been reviewed against our global client base and classed as relevant to all regions |
A variety of configuration options are available to log whether an applicant
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has given permission to be contacted by Financial Services (FS) and whether they have booked a Financial Services appointment
Financial Services reporting on applicants can also be set-up
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To enable any of the configuration options outlined on this page, click here
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Basic level configuration
Prompt for FS Permission on applicant save When adding/updating an applicant and clicking save, a prompt can be displayed From the applicant record:
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Send FS referral email When Permission Given is selected (from the Financial Services Permission screen):
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Additional options
Prompt after entering applicant status When adding/updating applicant status, the financial services permission prompt can also be displayed From the applicant record:
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Financial Services |
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option on applicant screen A Financial Services button can be displayed on the applicant screen |
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This allows the Financial Services Permission status to be viewed and/or changed at any time, as required From the applicant record:
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Option to log appointment booked & prompt When this option is enabled:
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a - Extra box on FS Permission screen  b - Extra prompt to ask if appointment booked  |
Reporting on applicant
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FS Permission & FS Appointment Booked
From the main menu: |
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Example report This report will return:
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Related articles
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| Excerpt | ||
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How an applicant's Financial Services status can be logged and reported on |