Mar 11, 2024
523
Users with administration privileges can maintain the list of Insurance types for your Ventures site. The Insurance Types will appear within a Funded loan record > Tracking > Insurance > Insurance Type drop down options.
From Ventures:
- Access the Administration menu located on the upper right portion of Ventures
- From the left side menu select Reference > Collateral > Insurance Types
- Click on the green Add button to Add a new Insurance Type
- Type in the name of the Insurance Type
- Make sure the checkbox labeled Active is checked off
- Select Save
To view of the Insurance Type added:
- Access a Funded loan in Ventures
- Tracking > Insurance (left side menu)
- Click on the green Add button to add a new Insurance record or if it is an existing Insurance record click on the hyperlinked record to access the Insurance Type drop down
- Click on the Insurance Type drop down - the newly created Insurance Type should now be visible