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  • Viewing Options … Cont’d

Viewing Options … Cont’d

< 1 min read


To adjust how you view BV data, start with the view buttons located top right corner of the BV table. These view options are accessible from any menu within the platform. 

When selecting the “IVR” function, data is pulled from the CRM and is auto-populated into an IVR form. Here you’ll be able print and download this file as a pdf by selecting your desired option from the top right of the pop-up. 

To view an in-depth summary of the BV, select “Details” from the menu to have read-only access to the details associated to this BV. 

When selecting the “Expand” action, a pop up modal will expand with the detailed view of the selected row will appear. Here you’ll be able to click on the individual “IVR” for the specific product of your choosing. 

Note: The viewing options might vary depending on the BV status.

Updated on June 23, 2025
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