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sliston  
#1 Posted : Tuesday, March 24, 2020 3:33:36 PM(UTC)
sliston
Rank: Advanced Member

Posts: 119

Activity Cards (Web)

If you scroll down on the Home Page of Web Mortgage Manager, you will see the Activity Cards (Figure 1):

(Figure 1: Home - Scroll - Activity Cards)

At the top of each Activity Card is the Activity Wheel (Figure 2):

(Figure 2: Home - Scroll - Activity Wheel)

The relevant info displays on each Activity Card (Figure 3):

(Figure 3: Home - Activity Cards - Info)

The Activity Cards, in combination with the Activity Wheel, let you manage contact activities from the Home Page.

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