7.14 Tracking Tab
When using the Underwriting screen, you can add tracking attribute information to an application at any time in the underwriting process by using the Tracking Attributes screen.
To enter the tracking attributes
- Click Tracking tab.
- On the Tracking Attributes screen, click Load Tracking to load the tracking attributes.
- Select the item you want to track.
- Click Edit to edit the following information:
Table 7-58 Tracking Attributes
Field Do this Sub-Parameter View the sub-parameter Parameter View the parameter. Value Specify the information about the corresponding Value field. - Save changes you made to the account.
This section consists of the following topic:
Parent topic: Underwriting