How to use the custom fields grid in a partner 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 in a partner file:

Click on 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 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 Edit at the top of the screen or double-click on the selected file.
Choose Custom Fields from the menu on the left.
Below is a list of available functions:

Button:	Description:
	New Field. Click to add and define a new custom field.
	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.
	Properties. Click to edit the selected field properties.
	Up. Click to move the field up one row.
	Down. Click to move the field down one row.
	Tabs. Click to edit the custom field tabs.
	Refresh. Click to refresh the page.

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

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

To use the custom fields grid in a partner file: