On the list view, users have the ability to filter Credit Applications by:
- Status View: you have 2 options here, Current and Historical. Current allows you to view credit applications that are currently in the status(es) you have selected, and Historical shows you credit applications that have been in the status(es) you have selected at one point, but may no longer be in this status.
- Attributes: this allows you to filter to view apps such as Email Links, SMS Links, Multi-Tier etc.
- Installations: this allows you to filter to specific Installations, if you only wish to view certain branches, for example.
- Sales Channel: this allows you to filter to apps that are in-store or online.
When selecting and un-selecting options from the below status fields, the page will automatically refresh and load the relevant credit applications.
Updated 8 months ago