Housing Status Drop Down
M
Matt Clinton
On the credit application, would it be possible to change the housing status drop down to a field like the rest of the applicants information. As it happens, sales pros often skip the drop down, then when the print the application, own, rent, lives with relatives is left blank. It slows the process in the business office.
M
Matt Clinton
Hi Shelby. I don't think the drop down is working correctly. I suspected operator error, but it happened again yesterday. Tamar Gomez Santiago. The sales pro states he did fill in the own, rent, lives with relatives, but it didn't populate on the printed document. I don't now if it's not saving the data, or if the program is flawed. What ever it is, it's broken.
Shelby Parker
Thanks for sharing this, Matt Clinton — totally hear you on how that dropdown getting skipped can create extra back-and-forth when the app is printed. This is really helpful context, and I’m looping it in with the team so we can review options to make that field harder to miss and keep the workflow moving. If we need any additional details on your setup or process, I’ll follow up.