Define Other Income Source as Annual versus Monthly
gathering votes
R
Russell Blackstone
Credit app issue:
Insurance panel on the CRM for other source of income does not specify if it is monthly, yearly…annual and it puts the amount in as monthly. Can this be changed to call it out as monthly or give the option of monthly our annually.
Drew Adler
gathering votes
Shelby Parker
Great to hear your perspective, Russell Blackstone! I have a few more questions for you:
- Can you provide more details on how you would like the option of monthly or annually to be presented to the user?
- Are there any other income types that should have the option to specify the frequency?
- How should the system handle the existing data if this change is implemented?
R
Russell Blackstone
Hi Shelby: If it could just be labeled Monthly that would be fine. Or display the option. Right now it pushes and adds the number entered as monthly.