How to add, edit, or delete a custom field tab in a holder file?

To add, edit, or delete a custom field tab in a holder file:

Click on Mortgage Pool Servicing in the navigation panel of The Mortgage Office®.
Click the CMO drop-down.
Click All Certificate Holders.
From the Certificate Holders grid, select the holder you want to modify.

TIP: If the record you want to edit is not visible, go to the bottom-right-hand side of the screen and use the page-scroll bar to find the record, or click the Find box at the top-right-hand side of the screen to search for the record by entering your own search criteria. For additional information see How to Use Find and How to Use the Data Grids.

Click Edit at the top of the screen or double-click on the selected file.
Choose Custom Fields from the menu on the left.
Click the Edit Tabs button from the list of options in the panel at the top of the page.
Below is a list of available functions in the Edit Tabs assistant:

Button:	Description:
	Click to add a new tab, enter the tab's name and click OK when done.
	Select a tab from the list, click Delete, and then OK to delete the tab.
	Select a tab from the list, click Rename, type the new name and click Yes to save the changes.
	Click to move the selected tab up.
	Click to move the selected tab down.
	Click to close the Edit Tabs page.

Your changes will now appear on the Custom Fields page.

How to add, edit, or delete a custom field tab in a holder file?

This article discusses how to add, edit, or delete a custom field tab in a holder file.

To add, edit, or delete a custom field tab in a holder file: