Bryt 101 - Usability features, adding contacts, and loans
  • 16 Feb 2024
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Bryt 101 - Usability features, adding contacts, and loans

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Article summary

Outline – Training – Bryt 101 – Usability features, adding contacts and loans 

  1. Overview of Bryt Usability Features 
    1. Create a Contact and add contact information
      1. Contact tabs - https://bryt-product-guide.document360.io/docs/contacts-overview 
    2. Create a loan and explain steps for a basic overview
      1. Overview - https://bryt-product-guide.document360.io/docs/loans-overview 
      2. Wizard - https://bryt-product-guide.document360.io/docs/create-a-loan-wizard 
    3. Record a payment on the loan
      1. Recording a Payment - https://bryt-product-guide.document360.io/docs/record-a-payment 
      2. Loan Tabs - https://bryt-product-guide.document360.io/docs/loan-summary-page 
    4. Additional Resources – 
      1. Filtering Grids – https://bryt-product-guide.document360.io/docs/working-with-grids-in-bryt-contactsloans 
      2. Standard List Functionality - https://bryt-product-guide.document360.io/v1/docs/standard-list-functionality