BizDev

Client wants to use the dashboard as a CRM for their request letters. If they want to make changes to their SEG letters they want the ability to reupload. Clients will also have SEGs that want to manually sign, or if they have in-person business d...

When there are business development reps for multiple different regions, we received feedback that this would be a more useful tool if we could configure who receives notifications based on the region of the targeted SEG.

Create a column in the excel file that records the main point of contact from the credit union toward the SEG and connect this SEG to that particular user in the software. The business need is that the CUs record this on their end so, again, us re...

Add a column in the Excel file that records the main point of contact from the SEGs for the Credit Union. This is information that the Credit Union often has and should thus be reflected within our software to keep everything streamlined for the C...