APPLICATION DETAIL - When viewing a deal or application, you will want to customize graphs, charts, and other information that is displayed. Follow steps below. 

Step 1:  ➡️Navigate to a Deal. Go to Applications and Select a Deal. 

Step 2: ⚙️Click on the Gear Icon in any Tab displaying graphs/charts. 

Step 3: Click Add Panels to choose the charts/graphs/widgets from the choices that appear. After selecting desired widgets, scroll to the bottom and click Done. 

📩Email History - Add the Email History widget - Add this widget to see the history of emails. 

❓Pending Questions - Add this widget to Track Missing Required Questions on your application that have not been answered by the applicant. 

📎Pending Documents - Add this widget to Track Missing Required Documents on your application that have not been submitted by the applicant. 

📊📈📉Charts/Graphs - Add desired charts and graphs under Financials, Accounts Receivable, Accounts Payable, Bank Accounts, etc. by going to each Tab and selecting the Gear icon ⚙️in the Dashboard. 

​