marriage button credit app
P
Patrick Zimowski
easily able to mark if the customer is married or not
Shelby Parker
Thanks for sharing this, Patrick Zimowski — totally get how having a quick married/unmarried toggle could make the credit app flow smoother. To make sure we’re solving it in the right place, where would you expect to set that status (just on the credit application, on the customer/contact record, or both)? And what’s the main reason you need marital status captured — should it show up on printed/submitted credit app paperwork, be used for reporting, or trigger any downstream steps? Lastly, who on your team would need to set or update it (sales, F&I, BDC, etc.), and at what point in the process?