Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Admins can add notes and set a due date timer to display on prioritized alerts. This functionality enhances the prioritized alerts and will set due dates for the alerts. This will allow loan officers to sort by due dates to prioritize their work.

  1. Click on inFocus

  2. Select the Alert to Edit

    1. Click the Edit pencil icon

    2. Enter your note or Due Date Timer in the Alert Details pop-up panel.

      1. Alert Note:

      2. Set the Due Date Timer

        1. Add the number of days, hours, or minutes from the create date for the due date.


Info

Alert Details:

  • Notes must be less than 50 characters

  • Due dates must be less than 356 days