Outstanding invitations dashboard

[vijayrao]

When we click on a particular outstanding invitation line item only the land title reference and the property address comes up. It would be better to have more information displayed like loan account numbers, PEXA WID etc which will remove the additional step (and time) to click on the view button to go to a different screen to get more information.

This feature will be useful when a team member is looking for a specific WID and doesn't want to go through the entire list of outstanding invitations to find the correct one.

[BrettCS]

Hello @vijayrao,

Yes, I see that having to drill into each invitation could be fairly time consuming. Can you let me know what information  you would be looking for in the list view specifically?

Thanks

Brett

[vijayrao]

Hi @BrettCS,

Customer/loan account number and PEXA WID will definitely be helpful. I am sure Additional Notes might be useful in some cases too.

Thanks,

Vijay