Financial Services configuration
This guide has been reviewed against our global client base and classed as relevant to all regions
This guide outlines the configuration options available to allow users to log Financial Services (FS) permission on an applicant
Before making changes to AgencyCloud configuration, the relevant guidance provided in this section should be read thoroughly - any changes made to configuration that impact the operation of AgencyCloud may incur a charge to rectify
System Configuration settings
Access System Configuration, Applicants tab:
Note that Enable custom financial services screen option is no longer in use |
Setting up custom criteria for reporting
1. Access custom criteria setup screen To allow reporting to be done on Financial Services Permission, need to add custom criteria to Power Reports From Power Reports screen:
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2. Enter custom criteria The following two custom criteria options can be added: FS Status and FS Not Booked
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