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How to edit a custom field in a partner file?

This article discusses how to edit a custom field in a partner file.

NOTE: Please note that any changes you make will also apply to all records of that type. For example, if you change a field called "Birthday" to "Birth Date" in the loan file, that field name will be changed in all loans.

How to edit a custom field 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 edit.
  • Click on the verticle dots with border Properties button from the list of options in the panel at the top of the page. 
  • Edit the following information:
    Field: Description:

    Tab

    Select the Tab from the drop-down list. It defaults to the currently selected tab.

    Name

    The field's display name (maximum of 40 characters).

    WARNING: If you want to use custom fields with Microsoft Word mail merge to create custom letters and notices you must abide by Microsoft's mail merge header record restrictions when naming the custom field. The restrictions are as followed:
    • The field name must start with a letter.
    • Each subsequent character must be a letter, a number, a space, or the underscore character.
    • The field name cannot contain any spaces.
    • The field name cannot be larger than 40 characters.

    Type

    Select the field type from the drop-down list. The following types are supported:

      • Text
      • Currency
      • Number
      • Percent
      • Date
      • Time
      • Date/Time
      • Yes/No
      • Phone
      • E-mail
      • URL
      • Pick List (Select Only)
      • Pick List (Text Editable)

    TIP: The Email and URL fields are handled a little differently than the other field types. When you work with these fields, you can click them to automatically address an email message to the contact or launch your default Web browser and display the website in the field.  

    Unlike other fields, you cannot click on these fields to edit the value. You must use the Tab key to move to the field. 

    Edit List

    Click on the Edit List hyperlink to edit the available list values in the Pick Lists.

    TIP: Pick List (Select Only) - Specifies that the list is displayed by clicking the down arrow and that the text portion is not editable. This means that the user cannot enter a new value. Only values already in the list can be selected.

    TIP: Pick List (Text Editable) - Specifies that the list is displayed by clicking the down arrow and that the text portion is editable. This means that the user can enter a new value and is not limited to selecting an existing value in the list.

    Format

    		 Select the field's format from the drop-down list.
    • Click OKOK to save or CANCELCancel to abort the changes.

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