Overview
This article details instructions for navigating features available on the ANZ Qualify Homepage.
View a list of all your Records
By default, the Homepage displays a list of Records you have created. If you have not created any Records within ANZ Qualify, none will be shown.
Search for Records
Click in the search box and type a Record name, Applicant or Creator and press Enter on your keyboard to search.
Sort Records
Click on one of the columns headings.
For example: Click on Date Created by to sort in descending order. Click it again to sort in ascending order.
Click on another column header to sort by different criteria. To clear a sort, refresh the page.
Access Records
Click on the blue, underlined Record Name to access it.
Create Records
Click on Create Record to begin a entering a new Record.
Clone and delete individual and multiple Records
To clone or delete a single record, click the 3 blue dots within that record. Then click on clone or delete.
To clone or delete multiple records:
Select the Records you with to affect by clicking on the checkbox within the Record’s row (you can select multiple)
Click the 3 blue dots next to the Create Record button
Click on clone or delete
Manage display options
ANZ Qualify allows you to change which columns are shown on the page, click on Columns: All to trigger the drop down box with column display options.
To change the number of Records that are displayed on the first page, click on the All drop down box.
If you are not displaying all Records, click on the arrows to scroll to another page to view more records.
For information on each of the Services, Calculators and Tools within ANZ Qualify, please visit the ANZ Qualify Help Centre, or contact us on Live Chat using the blue button on the bottom right of the screen.