Page views
The Profiles page shows a queue of your product applications to work through.
Each row represents a product application, and the columns show data about the product application and the profile that made it.
By default, the All applicant profiles view is displayed. To learn more, see Apply a Profiles view.
For each view, you can:
Filter: Determine which product applications are included in the view, such as those assigned to a specific user. See Filter a Profiles view.
Sort: Determine the order in which the product applications are displayed; for example, sorted by profile name alphabetically. See Sort a Profiles view.
Select and order columns: Determine what data is included in the view; for example, product application statuses are displayed, but product application tags are not; and change the order in which the data columns are displayed. See Work with Profiles view columns.
Once you’ve organized the table how you want it, you can save these preferences as a view that you can apply at any time. You can also apply views that have been shared with you. You can mark a specific view as a favorite for quick access.
Quick views
Quick views are views that have been set up by Maxsight. These views are always available from the drop-down menu with the filtering, sorting, and columns described here. It's not possible to modify these views, but you can create a custom view that will be available from the drop-down in addition to the quick views.
The quick views available on the Profiles page are:
Name | Description | Filtering | Sorting |
|---|---|---|---|
All applicant profiles | Shows all product applications that are in the onboarding stage. | Status is Applied | Most recent Application date first |
Customers in review | Shows all product applications that are in review. A product application is in review when it was previously approved but now has one or more incomplete tasks. | Status is In review | Most recent Application date first |
All monitored applications | Shows all product applications that are in the monitoring stage. | Status is Approved or In review | Most recent Application date first |