In this release, we have updated the Completed Quotes page to EZ5 standards. Though basic functionality remains unchanged, it will now be easier to use and will be consistent with other pages in EZLynx. This should help make it easier to make lists of quotes based on various criteria and finding specific quote for an applicant without having to navigate to their account. 


TABLE OF CONTENTS


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How to access

  1. To access the Completed Quotes page, hover over the Applicants icon. This will open the Applicants menu. 
  2. Choose Completed Quotes. This will take you to the Completed Quotes page. 


What's changed?


First and foremost, the overall user interface (UI) has been updated to match other EZ5 pages. This provides a cohesive look and feel to the system making it easier to navigate and use. 




Search and Filter Location


Before, the Applicant search was built into the filters. Now, it's a Search bar to match other applicant search standards.





All other filters will display in an expandable side panel when you click on Filters. If you hover over the panel a tab will display. If you click and drag the tab you will be able to make the side panel bigger or smaller based on your preferences. 





We've also added an information bubble to let you know that only the last 65 days of completed quotes are available for review on the Completed Quotes page. For more results, check out the Quote Reports.





New View Button


We've also added a new View button that when clicked takes you to the respective Quote's Results page. 


We hope you are excited for this UI update and look forward to our future releases. Please let us know if this article was helpful in learning about the new feature by answering the question below. Check out our related articles on the right-side of the page to learn more about EZLynx!