Configuring the Application Summary View

Overview

When viewing an application, there are two sections that display key information: 

1. Application Summary: the section at the top center of each application record.
2. Application Sidebar: the section to the right of each application record. 

Both of these sections are customizable, allowing you to choose which data you want to display. Customizing these sections helps ensure program users can quickly view essential data. 

Customizing Fields

1. From the Settings menu, open the Application Review section, then select Application Summary View. Here you can review which fields are currently placed in the Summary or Sidebar. Click the edit pencil to make changes.
   
   
    
2. Locate the fields you'd like to include in either section by searching for them on the left under Available Fields. Click and drag to place them where you'd like them to appear. You can also remove and reorder fields, as needed. Once you're done, click Save Changes.