List of Applications
The List of Applications section serves as a common portal for RMs to view the status of their customers' applications. The dashboard provides a comprehensive view of all the applications submitted by RMs on behalf of their customers, along with their current status in the onboarding pipeline.
The dashboard includes various features such as search, sort, filter, and download report, which enable RMs to find and access the information they need quickly.
The search feature allows RMs to search for specific applications using keywords, customer names, or application numbers.
The sort feature allows RMs to sort applications by various criteria, such as application status, customer name, creation date, or application number.
The filter feature allows RMs to filter applications based on various parameters, such as application status, application type, or date range. This helps RMs quickly narrow down their search results and access the information they need.
The download report feature allows RMs to download a report of all the applications listed in the dashboard, including their status, customer details, and application details. The report can be customized to include specific data fields and can be downloaded in an Excel, or CSV.
The Onboarding Button allows the addition/creation of a new merchant, which can be done in a few simple steps:
- Click on the 'Onboarding Button'.
- The 'Onboarding Screen' appears.
- Enter the full name, email ID, and phone number of the onboarding merchant.
- Select the flow and the branch to which the merchant has to be added.
- Click on the 'Onboarding Button'.
The Onboarding Button and the Onboarding Screen names are configurable and be set according to the requirements of the organization(s). It can be configured from the Onboarding Labels option in the RM section of the GO admin portal(Configuration Engine)
Getting help
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