Edit Ventures+ account username
***Editing a username / user data requires Site Administrator Permissions*** Instructions to change or update a user account's username: 1) Go to Administration Menu > User Access > Users (left side menu) 2) Locate the user account and click on the Name hyperlink (Tip: use the search field to search for a …
Can I add a date field in Ventures?
You can add custom fields including 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. To add a custom field to the Loan Log, you will need …
Adding a Task List
Ventures gives you the ability to create your own internal checklists for checks & balances against any process. Task Lists may be created to assign multiple tasks at once. Create your own "virtual" checklists for: * Different loan programs; * Stages of the process; and/or * Internal Audit checklists All …
