User Field Quick Look Up

The User Field Quick Look app is a panel extension that aggregates all user fields and values for the active screen entity. It is all-inclusive—it will show all user fields for an active person, organization, property (account collateral), or account. It is designed to work as a slide-out panel on the following screens:

• Relationship Profile
• Deposit Account Maintenance
• Person Maintenance
• Organization Maintenance

Benefits

DNA User Fields are an integral part of the DNA Core application, but they and the information that they contain are often buried under many screens and menus.  The User Field Quick Look will aggregate all of these onto the slide-out panel to make quick retrieval simple for any person or organization stored in the system.  The panel also contains selection options to allow for easy viewing, filtering, and sorting user fields and values.