Customizing the Loans Tab View

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There are two ways in which you may customize the view by adding additional columns to the Loans Tab section.

 

LoansTab1

The first way is to Left click with your mouse on the visible columns button located next to the column; Active VisColumicon

 

and choose the field(s) you wish to view.   VisColumns  

 

Once you have modified your view and wish to save it, you will need to click View from the WorkCenter menu located at the top of your screen and select Save View.

 

SaveView1

 

 

The second way is by Right clicking with your mouse on any column, such as; Active, BorrowerName, Status, etc. and choose the Field Chooser from the pop-up list.

 

LoansTab

 

Once you have chosen the Field Chooser, the Customization box for the columns will appear.

 

ColumnCustomization

 

 

Left click with your mouse and drag any column you wish to the existing columns above as shown in this image. See Keyboard shortcuts

 

ColumnDragged