Guide Steps
Navigate to Contacts > Detail of the desired contact that will be the borrower
1
Click the Actions button and select Create New Loan/Project for this Contact
2
You can then enter any desired information on the new loan record
3
Navigate to Contacts > Detail of the desired contact that will be the borrower
Click the Actions button and select Create New Loan/Project for this Contact
You can then enter any desired information on the new loan record