You can add custom dates to the Loan Log or other standard objects, or any custom objects you would like. Click here for an in-depth KB and video covering standard objects like the Loan Log, custom objects, custom fields and how to add them.

 

We will add the a field to the Loan Log as an example. To add a custom field to the Loan Log, you will need to be a site administrator.

 

• Log in with a site administrator account. 
• From the home page of Ventures, click the cog/gear wheel icon in the menu at the top of the screen to access the Administration menu.
• When the Administration page loads, click custom data in the menu on the left.
• A table will load with objects. You can use the search bar to search for the object by name or description. Click on the Loan Log

 

 

 

• A pop up will appear, if there are already created fields, you will see them listed in the pop up. Click add.

 

 

• Create the custom field. The Loan Log only allows you to create date fields. You will not see the option to create other field types. If you are adding a date field to another standard object or a custom object, use the Field Type field to select Date.

 

 

• To set conditions for when the field becomes available, types of loan the field should appear for, and various other settings, make sure to click on the Loan Workflow tab. Detailed explanations for the Loan Workflow tab can be found here. When you finish making your selections and reviewing them, click save.

 

 

• You will return to this previous pop up. Click Save again.