inFlow 2.0 - New User Interface

This article describes many of the changes you will see in the new inFlow user interface. It highlights the most significant differences between the old (Classic) and new (2.0) views. The new design maintains the core functionality of the original and includes additional features that simplify the user experience. One benefit is that it allows users to view more information on each page.

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The new features described in this article include:

Please watch this video describing the changes and new features. Any questions, feedback, or help requests are welcome through Customer Support.

Menu Panel (Left Panel) Overview

Sections

The Menu Panel contains three collapsible sections: your lists, custom queues, and workflow statuses.

• The Lists section contains four default lists: Prioritized Alerts, Calendar, Open Leads, and Unassigned Leads.

• The Queues section contains all of your custom queues. The default view shows only those custom queues containing leads. Placing a check in the All box will make all custom queues visible whether or not they contain any leads. If the Workflow Type (at the top of the sidebar) is changed to Partners, only active partners will be visible in this section.

• The Workflows section contains all of your workflow statuses. Your admin can change the background color of the workflow name icon as well as the font type/color. If the Workflow Type (at the top of the sidebar) is changed to Partners, only workflows related to active partners will be visible in this section.
  
  

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The Create Application and Find Prospects fields are now separate rather than combined as they are in the Classic view.

Viewing Options

Several settings are available for viewing the Menu Panel. You can set the panel to start out and remain expanded, or to be collapsed. If the panel is collapsed, hovering over it allows you to view the options. Clicking the arrow at the top right of the Menu Panel will cause it to stay open.

Record List (Center Panel) Overview

You may view information in the Record List section (center panel) in two ways: List View and Card View. The List View allows you to expand the view and see information across the screen.

New Leads Displayed in the Record List Section

Record Details (Right Panel) Overview

The details of a selected lead are displayed in the Record Details section. This includes the Lead History, Notes, Call Activity, Assignments, and extensive information in the Contact Form. Additionally, the Action Tools allow you to perform a variety of actions.

New Features

Several new features are available in the new inFlow 2.0 interface.

Quick Action Tools (List View Only)

Without opening a lead, you can select one of the following action tools: Call Application, Send SMS, Create Note, and Create Follow-Up. This feature is not available in the Card View.

Additional Lead Information

When viewing a lead, new information is immediately available. This includes the Loan Amount, Loan Purpose, Last Call Date, and Campaign. You no longer need to fully open the lead to access this information.

New Update Button

An Update button has been so that you no longer need to scroll down to the bottom of the Contact Form to update information.

Contact Form

The accordion layout of the Contact Form has been replaced with section tabs at the top of the form. You can tab through the sections of the form by clicking the tab name at the top of the form. Each section has an Update button at the bottom of the section though you can also use the new Update button just above the form.

Adding a Note

The new Add Notes section allows you to add a note to a lead while actively working the lead.

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.

Calendar

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.

You can return to the Calendar view by clicking the Calendar icon in the top right corner of the Follow-Ups window.

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.

• 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 in the Record List section (center panel) 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.