Jan 13, 2024
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You can set a sub-status on the General tab of the Overview page of the loan.
If you do not see the sub-status dropdown menu, it means that the current status the loan is in does not have any sub-statuses assigned to it.
- Navigate to the General Tab of the Overview page. This is the default page that appears when you click on a Loan in Ventures.
- Use the Sub-Status dropdown menu to select the sub-status you want to set.
- Click Save.
Site Administrators can add additional sub-statuses following the instructions in this article.