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My customer's credit form is in "Application Submitted"status but there’s no option to approve

You may encounter a scenario where your customer's application shows is in "Application Submitted" status but you do not see the option to approve this customer.

This status is an indicator that the credit form has been filled out but it hasn't been signed yet.

Here's how you can resolve this issue.

  1. Go to Customers -> Search for your Customer -> Click on More Actions (...) -> Click on "Send On-boarding Email" 


    A window will pop-up where you can select the correct email for the director from the drop-down list. Select the correct email and hit Send.

    Give them a call to let them know that we've sent an email to them and have them proceed and sign the application.
  2. Once your customer has signed the credit form, you will now see the Approve button in Pencil.

Here are the steps that you can take to review the credit application form to confirm if it's hasn't been signed yet.

  1. If you go to Customers -> Search for your customer. -> Click on More Actions (...) -> Review, you will be able to check and see that the credit form hasn't been signed yet.
  2. Go to Customers -> Search for your customer -> Click on Email icon
     
    Here you can check the emails sent to your customer if they have already opened it (Opens) and also see if they have already clicked on the link in the email sent to them (Clicks).
    Under "View Content", you can also see the email message including the email address of the recipient of the email.

    These steps will help you verify if your customer has completed their application or if there are still additional steps that they need to take to proceed with the application such as signing the application.