If custom fields are available for the business entity, you can view and edit the values that have been entered.
For example, let us take a look at loan applications. To search loan applications, click Loan > Search > Applications. Select the loan application for which you want to manage the custom fields.
The following screenshot shows a loan application page:
Click Open modal to view the custom fields. The Application custom fields window opens which shows any existing values for custom fields.
Consider that we want to enter custom field values for a particular loan application. After selecting the loan application, we will add the values.
To add values for custom fields, follow these steps:
On the loan application details page, click Open modal.
On the Application custom fields window that opens, click Add new.
To add more fields, click the plus icon again. Enter the values for the fields and click Submit.
Click the plus icon next to the field set for which you want to add fields. Select the field from the drop-down menu.
