What is the show and hide feature and how do I use it?

January 05, 2023 00:32
Updated

Our show and hide feature can be used to show or hide certain fields that you don't want your customers to see. This includes most fields in fact find (apart from applicant details), document collection and bank statement collection.

Follow the steps below to use our show and hide feature:

1) Go to Leads.

2) Click on the lead that you would like to show/hide certain sections.

3) Click Client profile and then the applicant.

4) Click on the eye icon to hide the section.

If the eye has been hidden, then this means that the section has been hidden on the consumer portal and your customers will not be able to see it.

If you have any questions, please contact us at support@effi.com.au.

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