Overview
Users may set their preference for the Default Customer Type and Default Home Page in inFlow.
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You may set your default viewing preferences when logging in to Insellerate. These preferences include:
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Accessing User Preferences
Click the user avatar.
Select Preferences from the dropdown menu.
The User Preference window opens.
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Selecting User Preferences
You may make selections in the User Preference window that set the default views for inFlow.
Default Workflow Type
The inFlow section is where users you manage their your pipeline workflow. The default view for the inFlow page can be set to the customer workflow type that the user you most frequently accessesaccess: Borrower Applications or Partners Partner. The default setting is the Borrower Applications view. Regardless of the default setting (custom or standard), users you may toggle between both views while working in their the pipeline.
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From the User
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Select Preferences from the dropdown.
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The User Preference window opens.
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Preference window, select either Applications or Partner from the Default inFlow Workflow Type dropdown.
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Click Update. A green notification at the top right side of the screen confirms the update.
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Default Home Page
Users You may choose from four options as their your default home page. When the user logs you log in to Insellerate, the selected default will be what they you see. The four options are:
inFlow
Main Dashboard
My Pipeline
Partners
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Click the User Settings gear icon.
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Select Preferences from the dropdown.
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The User Preference window opens.
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Select inFlow, Main Dashboard, My Pipeline, or Partners from the Default Home Page dropdown.
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From the User Preference window, select Main Dashboard, My Pipeline, Partners, or inFlow 2.0 from the Default Home Page dropdown.
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User Interface
Users may choose between the older (Classic) inFlow interface and the new (2.0) inFlow interface. Only the new interface is available to new users. The Classic interface will not be available after 12/31/2024.
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Default List or Status
You may choose a list or status as your default view when you initially log in. In this example, we will make Prioritized Alerts the default view.
From the User Preference window, select a list or status from the Default List or Status dropdown.
When you initially log in, the Prioritized Alerts will open in the Record Details section on the right side of the screen.
Contact Form Default
You may choose to have the Contact Form open or closed when inFlow opens.
From the User Preference window, select Open or Closed from the Contact Form Default dropdown.
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inTouch Workflow Font
You may choose the font type, size, and color for inTouch and your Workflow.
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inFlow Tables Font
You may choose the font type, size, and color for inFlow tables.
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Saving User Preferences
Once all of the desired preferences have been set in the User Preference window, you can save them.
Select Update.
A green notification at the top right side of the screen confirms the update(s).
