TrustEngine App: Archiving Opportunities

Version 1.2.0 of the TrustEngine App adds the following functionality:

• Archive an Opportunity: Remove an Opportunity from your active Inbox, specifying a reason for archiving, and file it in an Archive view.
• Access Later: View an Opportunity in your Archive, moving it back to the Inbox view if desired.

Refer to details below.

Archiving an Opportunity

To archive an Opportunity, complete the following steps:

1. Access the Archive modal in one of the following ways:

1. • • Tap the “...” icon on an Opportunity card or the Opportunity Detail screen to access the Opportunity Management menu. Then select Archive.
       
       
       
       
     • Swipe an Opportunity card partially to the left and click the red Archive button.
       
       
       
       

2. With the Archive modal displayed, complete the following steps:

   • • Under Move to:, you must select the reason you are archiving the Opportunity (e.g. Couldn't contact). Nothing is selected by default.
     • Click the Archive button.

Note: If you had a reminder set for the Opportunity being archived, the reminder will be canceled at the time of archiving and you'll receive a confirmation message.

 

Viewing an Archived Opportunity

Once you have archived an Opportunity, you can find it again by completing these steps:

1. Select Archive from the upper left-hand menu on the Opportunity Dashboard.

2. The Archive view (pictured below) shows:

• • A list of archived Opportunities, with the most recently archived items at the top. Click any Opportunity card to view its details.
  • A tag on each archived Opportunity that shows the archive reason you selected (e.g. Couldn't contact).

3. Browse the list or enter a full or partial value in the Search box to locate the Opportunity.
    You can search by Opportunity type or borrower name.

Returning an Archived Opportunity to the Inbox

Once you have located an archived Opportunity, click the “...” icon to access the Opportunity Management Menu, and select Move to Inbox to return it to the Inbox view. You’ll receive a confirmation message.