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Main grid contains a list of existing all distribution group that user has created

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groups that exist within an org.

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The Columns within the Main grid are -

Name: Displays the name of the distribution group as saved within the distribution group.

Description: Displays the description as saved within the distribution group.

State License: If the Require State License toggle switch is turned On for the distribution group, a green tick is displayed. If turned Off, the tick is grey.

Require Login: If the Require Login toggle switch is turned On for the distribution group, a green tick is displayed. If turned Off, the tick is grey.

Loan Type: The loan types selected within the distribution group are grouped together and displayed in the form of a blue link with the count of the number of loan types selected. Hovering over the link will display the list of the loan types

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Loan Purpose : The loan purpose types selected within the distribution group are grouped together and displayed in the form of a blue link with the count of the number of loan purposes selected. Hovering over the link will display the list of the loan purposes.

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Roles: The roles selected within the distribution group are grouped together and displayed in the form of a blue link with the count of the number of roles selected. Hovering over the link will display the list of the roles selected.

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Supervisors: If a supervisor is selected within the distribution group, the supervisor’s name is displayed in this column.

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Agents: Agents selected within the distribution group will be displayed with the count in a blue link. Hovering over the link will display the list of the agents selected.

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  • Click on ADD button to create a new distribution group

  • Click on Edit (pencil) button to edit the existing distribution group

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