Record Details Panel
- Rebecca Kornblum
Description
This article describes the sections of the Record Details Panel on the right side of inFlow. The Record Details Panel displays detailed information about a record when it is selected in the Record List Panel.
The Record Details Panel includes the following sections:
Record Summary (and Action Tools)
The Record Summary section summarizes basic information about the record. This section may include any (or all) of the following information:
Name
City, State
Phone number
Loan amount
Loan purpose
Last call date
Campaign
Last activity
The Action Tools toolbar is part of the Record Summary section.
Activity Summary
The Activity Summary section shows you the current activity status as well as what activity is next. An activity is an action to be completed or that can be completed during the loan process.
With certain permissions, you can update the activity for a record by selecting the new activity from the Activity dropdown menu. Without these permissions, the dropdown list options appear grayed out.
Contact Form
The Contact Form section is navigated using the configurable tabs at the top of the form. You can tab through the sections of the form by clicking the tab name. Each section has an Update button at the bottom that allows you to save any changes but you can also use the Update button just above the form.
You can choose to have the Contact Form be open or closed when you open inFlow. This default setting can be set in the User Preference window.
Lead History
The Lead History section contains a log of every action taken on the lead by the system or any user. It is a record of the application progression and tracks everything including lead creation, marketing lead source, assignments, transfers, status/activity changes, and everyone who performed these actions.
How to Set Filters by Action Type
You can create and save table field views, including the default view, by Action Type.
For example, this allows a user to see only Marketing or other action types by default in lead history.
Note: The Action Type column is hidden so you must add the column into the table via the column settings (
Add Notes
The Add Notes section allows you to add a note to the record. Notes are limited to 2000 characters.
How to Add a Note
Enter text in the Notes field and click Add Note to save. The note will appear in the Notes section.
A green toaster appears in the top right of the Record Details section confirming the successful creation of the note.
Notes
The Notes section contains all notes added to the record.
Notes can be added through the Quick Action Tools, the Action Tools toolbar, or the Add Notes section.
Call Activity
The Call Activity section lists all incoming and outgoing calls for each record. Additional information about this section is detailed in the Call Activity article.
Assignments
The Assignments section allows you to view all roles associated with a record. Only one person associated per role can be assigned.
Columns Displayed in Assignment | |
Column Name | Description |
Primary | Primary agent indicated by a green check mark |
Agent | The name of the user |
Job Title | The job title of the user |
Phone | The phone number of the user |
Date | The date and time when the assignment is executed |
Ext | The extension number of the user |
The email of the user | |