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Display Picture – Selecting this will open your file browser, where you can search for a new picture if necessary.
Full Name
Risk Band – This indicates the level of risk associated with the applicant, ranging from green (low-risk) to yellow (medium-risk) and red (high-risk). A grey dot means that no risk level has been set.
Status – Selecting the status will open a drop-down menu where you can choose a new status to set. Selecting the Workflow icon will display the Workflow linked to the applicant.
Tags – Any Tags that have been added to the applicant will be shown here. You can select the X within a tag to remove it, or select the + icon to add new tags.
Applicant Activities
Icons are available underneath the applicant name to create various activities involving the applicant. The following icons are available:
Send SMS – This is only available if you have SMS Integration.
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Other Information
The remaining personal details for the applicant are found in the various tabs in the summary page. Information can be edited from within each of these tabs. The following tabs are available:
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