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U0212 Portfolio
Field Customizations
This is one of the topics under U0212 Portfolio.
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 U08 Application Tracking. To control access to Application Tracking fields, use Application Field Security [U0814].
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
Field Name- 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].
Upd Access/Rpt DisplayThese 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.
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The information contained in this document is the sole property of NETSOL Technologies, Inc. Use of the information contained herein is restricted. Conditions of use are subject to change without notice. NETSOL Technologies, Inc. assumes no liability for any inaccuracy that may appear in this document nor does it have the obligation to update any of the information contained herein; 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 NETSOL Technologies, Inc. is prohibited.