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How to delete a custom field in a holder file?

This article discusses how to delete a custom field in a holder file.

NOTE: Please note that any fields you delete are also deleted from all records of that type. For example, if you delete a field called "Agreement Date" from the loan file, that field will be deleted from all loan files.

How to delete a custom field in a holder file:

  • Click on MPS custom letters 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 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 delete. 
  • Click delete Delete from the button menu at the top right of the page.
  • Choose YES button Yes to delete the selected user defined field.
  • In the Confirm Delete dialog window, type the word DELETE.
  • Click OKOK to delete the field or CANCELCancel to abort.

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