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How to use the custom fields grid?

This article discusses how to use the custom fields grid.

Use the Custom Fields grid to add new fields, edit field values, edit field properties, and rearrange the display order of the fields. The grid is designed to enable you to enter information very quickly and with a minimum number of steps.

      How to use the custom fields grid:

      • In any file in The Mortgage Office®, choose custom fields-1 Custom Fields from the menu on the left.
      • Below is a list of available functions:
          Button: Description:
          Add new PLUS sign w border_r-PNG New Field. Click to add and define a new custom field.
          delete with button border outline

          Delete. Click to Delete the selected field.

          CAUTION: When you delete a record, the information is permanently removed from the database. Once a record is deleted it cannot be recovered.
          verticle dots with border Properties. Click to edit the selected field properties.
          UP arrow with button border Up. Click to move the field up one row.
          DOWN arrow with button border Down. Click to move the field down one row.
          edit tabs Tabs. Click to edit the custom field tabs.
          REFRESH with button border outline Refresh. Click to refresh the page.

           

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