Lenders can map most custom fields from the portal application to its Ventures custom field in the Site Settings > Application Settings menu. The custom field will need to be first added to the Ventures site before it will be available in the portal for mapping. Objects and their custom fields available in t…
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…