Release Notes - 2023-07-05
JULY 5TH, 2023 Announcements VENTURES NEW - Search for a Report Field Exciting news for all report builders and users! We have added a search box in the Reports > Fields tab to help users find specific fields to add to reports. The search query will look for field names. It will not look for any of th…
Release Notes - 2023-06-21
June 21st, 2023 Announcements VENTURES NEW - Custom Fields You have been asking, and we have been listening! Ventures has added the ability for Site Administrators to create custom fields in Ventures! Not only will you be able to create a custom field, but additionally, the system will automatically cre…
Transaction Level Reporting
This article is also available as a video: Looking for a specific section? Use the table of contents below to jump straight to it! * Enabling Transaction Level Reporting per Loan Type * Assigning Project Type to their TLR Purpose * Exporting TLR Data * New TLR Fields Some TLR fields have some extra steps you …
