1) AR Reports – Sorting by Name and Search
In an effort to provide a more seamless user experience, users who generate AR reports can now view the list in alphabetical order. In addition, a search functionality has been added to save time searching for reports.
2) Notification Framework for the Application Originating User
Inside sales reps and customer service teams will now receive immediate notifications for initiated application links, eliminating the need for manual report checks. This enhancement streamlines tracking, boosts accountability, and optimizes the workflow for all our customers, ensuring timely application management.
3) Customer Account Statement & Portal Links Sent Report