1. Feature Overview Linked Insights lets you connect a source report to a target report on Analytics Report Builder. When a user clicks a measure value in the source, the target report opens with matching dimension context and filters applied automatically. Unlike drill down, which is limited to the source report’s own data source, Linked […]
1. Feature Overview When evaluating a customer’s loan application, the credit manager must manually write executive and applicant summaries. This is tedious, and the credit manager must look up data related to the customer’s application across various regulatory sites. To address this, we’ve introduced the AI Loan Proposal feature, which automates the generation of Executive […]
1. Feature Overview You can use LeadSquared forms to create registration forms (sign-up forms) on your portals. Once you create a registration form and integrate it into the Portal Designer, you can configure it to appear in different states to provide registration, login, forgot password, and reset password functionality. The most basic registration form consists of a username/email […]