Guide Steps
We have now added the ability to include data across multiple screens in a single Find in Fund Control
With the ability to combine data from different screens in a single find you can now do more detailed finds, just some examples:
- All Commercial Loans with a specific Participant participating at below 10 percent
- All loans tied to a specific loan officer that have over 2 sub/lots
- All loans that are active that have a revolving line of credit larger than 25,000,000
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When in Find Mode you will now see a button column to the left that you can use to go to those screens and include data from those areas in your find, below are all the screens available now:
Loans Detail Find Screen
Loans Overview Find Screen
Loans Sub/lots Find Screen
Loans Legal Find Screen
Loans Participants Screen
Loans Risk Mitigation Screen
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Once done entering in your request that can include options from various different screens, you will just click the Find button to perform the find
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