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How to use the custom fields grid in a vendor file?

This article discusses how to use the custom fields grid in a vendor file.

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.

    To use the custom fields grid:

    • Click on running Loan Servicing in the navigation panel of The Mortgage Office®.
    • Scroll down to All Vendors and click on it. This will bring up a grid of all vendors.
    • From the grid, select the vendor 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.

    • Double-click on the vendor or choose the Edit icon image-png-Jun-23-2023-06-12-43-2340-AMfrom the menu choices near the top left of the All Vendors screen, which will bring up the Vendor screen.
    • 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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