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 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 f…
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 …
