AS CA EP MI MO NL PA PC PP UD U0212

Portfolio [U0212]: Field Customizations

LeasePak menu: Updates, Maintenance
Corresponding End of Period process: None

Allows the user to determine whether fields, as related to updates and reports within the portfolio, are accessible to users and displayed on reports.

This is one of the menu items available within the Portfolio [U0212] update. Refer to Portfolio [U0212]: Overview for more information.

 

 

Use this screen to allow update access and report display of fields, as they pertain to updates and reports within the portfolio.

These settings affect updates and reports outside of Application Tracking. To control access to Application Tracking fields, use Application Field Security [U0814].

Field Descriptions

Field Name

Lists the fields. The following fields are grouped using the indicated prefixes:

• AS Asset
• BANK Bank Reference
• BILL Billing Address
• BRK Broker
• EMP1 First Employment
• EMP2 Second Employment
• GUAR Guarantor
• IADD Individual Address (lease)
• IBLL Individual Billing Address (lease)
• INSR Insurance
• INV Investor
• LES Lessee
• OTHR Other/Previous Address
• PEMP Previous Employment
• PERS Personal Reference
• PROF Professional Reference
• RCnn Recurring Charges
• SALE Salesperson
• TRAD Trade References
• VND Vendor

Upd Access/Rpt Display

Check this box if you wish to allow access to the field and also have it display on reports. Uncheck (clear) the box if you wish to deny access and have it not display on reports.

These settings affect updates and reports outside of Application Tracking. To control access to Application Tracking fields, use Application Field Security [U0814].

 

After making changes as needed, click OK to complete the update and save, or click Cancel to exit without making any changes.

 

 

LeasePak  Documentation Suite

©  by McCue Systems Incorporated. All rights reserved.

The information contained in this document is the property of McCue Systems, Inc. Use of the information contained herein is restricted. Conditions of use are subject to change without notice. McCue Systems, Inc. assumes no liability for any inaccuracy that may appear in this document; the contents of this document do not constitute a promise or warranty. The software described in this document is furnished under license and may be used or copied only in accordance with the terms of said license. Unauthorized use, alteration, or reproduction of this document without the written consent of McCue Systems, Inc. is prohibited.

Your document is loading...

This message should disappear within 5-15 seconds, depending on the size of the document and the speed of your connection to the Documentation Suite.

If you can still see this message after 20 seconds, try clicking the Refresh or Reload button on your Web browser.

If your document still does not load, refer to Document Load Troubleshooting for instructions on how to fix possible problems with either your Documentation Suite installation or Web browser setup.

If you do not have read access to the parent docsuite directory, you will not be able to load the Document Load Troubleshooting document. In this case, contact your network administrator for assistance.