We’re updating your dashboard navigation and customer statuses to make it easier to organize your review processes.
What's changing:
We are introducing two new tabs in the left navigation: Applications & Accounts.
Applications will contain all new applications submitted via the application links your team has sent out or posted.
Accounts will contain approved applications and existing customers you have invited to Nuvo.
Within each, you will have new saved views to help you organize your team's review queues. We are also updating the Status column and introducing a new Alerts column so you can better understand the state of your customer relationships.
The table below outlines the new dashboard and status organization:
Tab | Previous Status | New Status(es) | Description |
Applications: |
|
|
|
Review | Application | Application | New application submission |
Placeholder | Pre-fill Draft | Placeholder | An application that was started on behalf of the customer in the Nuvo dashboard. |
Pending | Draft | Incomplete | An application that has not yet been submitted |
All | Rejected | Rejected | An application that your team as has rejected. These still show up in "All" |
Accounts: |
|
|
|
Review | Active Account | Review | by Request | A customer who has requested a credit review |
Pending | Active Account | Active account (with "More Info Request" Alert) | A customer that you have requested for updated information |
Pending | Imported | Placeholder | Backfill invite of existing customer who has not yet started their Nuvo profile |
All | Shared Profile | Active Account | A customer who has listed you as a trade reference, these now go straight into Accounts |
All | Active Account | Active Account | A customer that you have approved |
All | Discontinued | Removed | A customer that your team has marked for removal from your review queues. These still show up in "All" |
Why we made this change:
We've heard your feedback that the review process for new and existing customers is different. To make it easier to focus your time, we are moving to better representing the real state of your account relationships on Nuvo. If you have any questions or feedback about this change, please reach out to support!