Sign in to join the conversation:
I'm looking for a way to track our applicant demographics. Any one have any ideas to track all your customers in one place?
Hi Sharron,
Can you provide more details on how you'd like it to work?
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
I would like it to track all customers that are associated with an assigned loan number that we give them as we are a lending company. I would need to track the primary applicant along with any co-applicants that may be on that same loan as well, then to be able to track all their individual addresses, phone numbers, emails, fax #'s, etc. Does that help at all?
Thanks!
Yes, that helps! I'd recommend looking at the Template called Client Contact List in the Solution Center.
Would that work?
Let me know if I can help with anything!
Andrée
We had a licensed user delete several files before leaving our organization. All of the sheets he owned have been transferred to someone else. However, there was one form we could not retrieve - Themed/Research Session Submission Form. Is there a way to recover that form? Any help is appreciated. Beverly Vance AMATYC…
Is there a way to save as a backup all sheets and workspaces? I am able to create a backup for all of the files shared with me. As the account's admin, can I back up all of the sheets and workspaces by all of our licensed users - even if they are not shared with me. We recently had a licensed use delete sheets and…
Hello all, I have a weekly report that I'm building and would like to be able to only expose two weeks worth of status. The report has a status and a commit date column and I'd like to remove anything that is "Done" and more than 2 weeks old. I'm trying to avoid having a report that has 100 rows of tasks that have been…
