What is a custom field in a partner file?
This article describes custom partner fields.
The Mortgage Office® includes fields for just about every piece of information you could want to store in a partner file. However, just in case you need something we did not include The Mortgage Office® also includes a special feature that enables you to create an unlimited number of custom, user-definable fields. Learn more about custom fields below.
What is a Custom partner field?
It is a place where information specific to your company needs can be stored. Although the data stored in the field is specific to each file, the field becomes available in all files. For example, if you define a field named ‘Agreement Date' in the partner file, the field becomes available in all partner files, but the data stored differs from partner to partner.
Custom Fields are easy to create and use.
Simply define the name of the field, the type of data that it will hold (text, currency, dates, phone numbers, e-mail address, etc.), the display formatting, and the order you want it to appear on the window.
TIP: Every custom field you create is also available when designing custom letters with Microsoft Word.
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 follows:
- 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.
Copyright © Applied Business Software, Inc. All Rights Reserved.