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Add Lender Company

Add Lender Company

1 - Click into the Project Admin Center Project Admin.
2 - Click on Project Setup and select Inventory Settings.

3 - Click on the Lender Companies tab.

project settings

4 - Click on Add Lender Company.

project settings

5 - A new line will appear. Enter the Lender Company in the space provided. In the same line, double-click under any of the other information you wish to add and enter in the spaces provided.

You can enter your Lender Companies in two ways:

a) Click on Add Lender Company multiple times to add as many fields as you need and then go back and enter your Lender Company information in the spaces provided; or

b) Click on Add Lender Company, enter your Lender Company information in the spaces provided, and then click on Add Company again and repeat the process as many times as needed.

project settings

6 - Click Save.

Note: A red triangle in the upper left corner of an entry indicates the item has not been saved. Once it’s been saved, the red triangle will disappear.

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