The Budget Analysis tab in CRM Logixx is fully editable, allowing you to update financial information as needed.
š When Can You Edit?
You can update values:
Before submitting for enrollment
After initial data entry
If the applicant's financial situation changes
After clicking "Undo" to reset the form
āļø How to Edit Values:
Navigate to the Budget Analysis tab
Click into any editable field under Income, Expenses, or Assets.
Update the values as needed.
The system will automatically recalculate:
Total Gross Income
Total Expenses
Cash Flow
Debt-to-Income Ratio
5% Eligibility
Enrollment-Based Cash Flow
ā ļø Important Notes:
Always review calculated fields after making edits to ensure accuracy.
If any required fields are cleared or changed, double-check that they are still filled before applying for enrollment.
š” Best Practice:
Regularly review and update financial information any time the applicantās situation changes ā this ensures their eligibility assessment is accurate and current.