Note
This feature is permission-based. Please reach out to your Customer Success Manager or Implementation Manager to learn more.
Saving a loan list is very similar to saving a contact list (click HERE to learn more about saving a contact list). This feature allows you to designate a default loan list that you always see when accessing the loan page.
- On the left navigation, click Loans.
- Add filters and columns to your list.
- Once satisfied, on the left side of the page, click Save > Save as a new list.
- A pop-up box appears.
- Input a name for the list.
- (Optional) Check the box to make this list your default.
- Your default list is the first list you see when navigating to your loans page.
- Click Create.
