To add custom fields related to assets/collateral agreements, go to:
Administration > Settings > Custom fields.
From the content menu, choose Collateral > Asset or Collateral agreement.
Click Add field set to add a new field set.
Click Add field to create new fields inside of existing field sets.
To add lookups for assets/collaterals, go to:
Administration > Settings > Lookups.
From the content menu, choose COLLATERAL and select the required lookup category:
Asset,
Asset class,
Asset evaluation,
Asset insurance,
Asset liability,
Asset ownership,
Collateral agreement,
Collateral type,
Real estate,
Vehicle.
Once on the lookup page, select required lookup type and click the plus icon to add new lookup values.
When setting up assets and loans you can create and add to be able to add your customised values.
For more information about custom fields, see the .
For more information about lookups management, see the .
