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How to change the custom field display order in a partner file?

This article discusses how to change the custom field display order in a partner file.

      To change the custom field display order in a partner file:

      • Click on Mortgage Pool Servicing folder icon Mortgage Pool Servicing in the left panel of The Mortgage Office®.
      • Click on Shares Owned or Capital Based and then click All Partners.
      • This opens the All Partners grid.
      • From the grid, select the partner file you want by clicking on it.

      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 FindSearch icon 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 PENCIL (NEW) no outline Edit at the top of the screen or double-click on the selected file.
      • Choose custom fields-1 Custom Fields from the menu on the left.
      • In the Custom Fields page, in the All tab, click on the field you wish to move.
      • In the list of options in the panel at the top right of the page, click the UP arrow with button border Up and DOWN arrow with button border Down arrows. 
      • Your changes will appear on the Custom Fields page immediately. 

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