The application page consists of general data fields and several tabs.
| Number | Application number. The system automatically generates numbers in accordance with a template. Use the [Application number mask] system setting to customize the automatic numbering of application. This is a non-editable field. |
| Contract | Contract for which the application was issued. |
| Contact | The contact who aims to purchase the product. |
| Product | The product or service package for which the application is created. |
| Service package | The name of the product bundle. The field is enabled if the selected product is enabled in one or several service packages. |
The tab contains information about the application timeline, status, and desired product specifications.
| Registration date | Date when the application was created. |
| Status | Current status of the application, for example, “New”, “In progress”, “Canceled”. |
| Decision | The result of the application processing, such as “Approved” or “Refused”. |
| Decision date | The date of the application resolution. |
| Branch | The branch where the application is processed. |
| Office | The office where the application is processed. |
Product details
The detail is filled in with the list of the application’s product parameters. The list of parameters is set up in the [Parameters] lookup.
This tab displays records that are connected to the current application. Activities
Activities that are connected to the application. This detail displays information from the [Activities] section. To connect an activity to an application, fill in the [Application] field of the activity page.
Emails that are connected to the application. Emails are connected to the applications through the [Application] field.
Documents
A list of documents connected to the application. It displays information from the [Documents] section. To connect a document to an application, fill in the [Application] field of a document page.
The [Attachments and notes] tab
Detailed information about the application, as well as attachments and links to web resources. Read more >>>
Attachments
Use this detail to store files and links related to the application. For example, you can attach documents that display the history of the application resolution.
Notes
The detail is used to store additional text information about a request. You can edit and organize your lead notes on the detail. If you switch to another tab of the application page, the information on the [Notes] detail will be saved.
Feed messages connected to the current request.
See also
