Kanban Tiles
planned
S
Simon Lewis
It would be great if Settlement and finance dates could be seen on Kanban tiles for each opportunity without having to click in. Would provide a quick view for admin to have this in front of them. Even the ability for the tile or date to change from green, orange and then red if overdue for either of the dates. Thanks
S
Sarah
planned
c
chris.wilson@scfsolutions.com.au
Love that Idea Simon!!!
S
Sarah
(on behalf of Glenn Biggins) Love the Kanban and have been using it a lot as well as tweaking our statuses to help workflow. It would be great to have the finance approval date and settlement date on the tiles or perhaps we can "tailor" what information is noted on the tiles. Having these key dates on the tiles assist a great deal in ensuring we are on tack with our loans particularly when busy.
S
Sarah
On behalf of chris.wilson@scfsolutions.com.au
"It would be great if you could have the option of what fields you can have displayed eg. it would be fantastic if you could have a finance and/or settlement date with the file but have an option in setting that every business could customise whats displayed."
Andy Fleming
under review
Andy Fleming
Simon Lewis should we look to give you the ability to choose between a few fields - so you can customise (to an extent) the fields displayed on the tiles?
S
Simon Lewis
Andy Fleming: That would be great Andy. Having the option to customise would be awesome. Even the ability to have broker code and loan ref number would be great as my admin team often will call a bank and enquire on several loans at once and not having to click into each opportunity would be a great time saver.