How do I add new stages to the Transactions graph and Active Stage filter pane?
The Transaction Graph and Active Filters filter pane display all stages of Vanceo processes
that are activated by a financial institution. New stages become available after they are
added to a Vanceo process and that process is activated. New stages display at the bottom of
the Transaction Graph and Active Stage filter pane.
Note: Stage names are now
case-insensitive. Stages with the same name but different cases are considered identical and
display only once in Vanceo. For example, the stage name 'underwriting' and 'UNDERWRITING'
are treated the same and 'underwriting' displays only once on the Settings page, the
Transaction Graph, and the Active Stage filter pane.
The stage list order can be customized by a financial institution. Custom stages added and activated for a Vanceo process are display in the order set up in Settings. Example: After the custom stages (Custom, ECOA, HMDA) are added to a Vanceo process and activated, the stages appear on the Transactions graph, and the Active Stage filter pane.
Settings
Transactions Graph
Active Stage Filter Pane
