Product Connected Journeys Overview
Will from Fenergo walks through the new Product Connected Journey feature, giving an overview of what it can achieve and how it can be configured to expediate the activation of products.
Will from Fenergo walks through the new Product Connected Journey feature, giving an overview of what it can achieve and how it can be configured to expediate the activation of products.
Clodagh from Fenergo demonstrates how fields can now be triggered on the document upload modal and create virtual document modal in a documents task and on the entity profile using entity data.
Padraig Buckley, a product owner for the Fenergo portal, discusses the option for clients to bypass the Portal Homepage upon logging into the application.
Roscha from Fenergo introduces new functionality that allows users with different roles to complete different outreach stages/tasks in a journey.
Padraig Buckley, a product owner for the Fenergo portal, introduces new functionality around portal enforcing mandatory ownership and control rules in Portal.
Padraig Buckley, a product owner for the Fenergo portal, demonstrates the Funds Dashboard within Portal.
Padraig Buckley, a product owner for the Fenergo portal, introduces new functionality to support handling Products within Portal.
Padraig Buckley, a product owner for the Fenergo portal, demonstrates a variety of new features within the Portal.
Padraig Buckley, a product owner for the Fenergo portal, demonstrates the suppressing of verification emails in the Fenergo Portal.
Padraig from Fenergo demonstrates the enhanced Portal user guidance and support of the Documents V2 Task within the Portal.