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Actions in Application

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What are the actions that can be performed in the application?

The best part about processing an application through OZIAgent is that we can add various activities at each stage of the application and track them all at the same time.

The activities that can be performed in each stage of the applications are: 1. Adding notes – Notes can be used to add further comments about the client’s needs and preferences about the service they would like to undertake. We can use notes to add any important details about the application right in its present stage. For this:

Step 1: Open the detail page of the application

Step 2: Select the Notes icon in each stage of the workflow of the application.

Step 3: Pop-up will appear. Add the details of the notes.

Step 4: Save once completed.

The Notes added or deleted will be shown under the ApplicationStages.

Step 2: Click the Button “ Document”

Appointments can also be added in each stage of the application. For this, Step 1: Click on the appointment icon

Step 2: A pop-up will appear. Fill in the details of the appointment.

Step 3: Save once completed.

Further, email the client directly from the application stage. This is a great feature to stay in constant communication at all stages of the application process. Step 1: To send an email, click on the mail icon

Step 2: Fill in the details of the email on the pop-up that appears on the right.

Step 3: Click on save once completed.