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Please watch this video describing the changes and new features. Any questions, feedback, or help requests are welcome through Customer Support.
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Sidebar (Left Panel) Overview
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For example, you may talking with a lead on the phone and now have the ability to view lead information in the Contact Form while writing out notes in the Add Notes section.
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Updated Existing Features
Several existing features have been updated in the new inFlow 2.0 interface.
CalendarCalendar
You can access your Follow-Ups directly from the Calendar by clicking the Follow-Up List View icon in the top right corner of the Calendar.
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You can return to the Calendar view by clicking the Calendar icon in the top right corner of the Follow-Ups window.
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User Preferences
There are several changes available in the User Preferences window. These changes offer you more flexibility in the appearance of your user interface.
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Default inFlow Workflow Type
The options have changed from Borrowers and Partner, to Applications and Partner.
Default Home Page
inFlow 2.0 has replaced inFlow (Classic) as an option.
User Interface
New users will only be able to select the New (2.0)view. The Classic view will not be available after 12/31/2024. All users will then use the New (2.0) view.
Default List or Status
You can choose what list or status you would like to be opened by default when you access inFlow.
Contact Form Default
You can choose to have the Contact Form be open or closed by default when you access inFlow.
inFlow Tables Font
You can choose the font type, size, and color for the tables in inFlow.