Failure obtaining record lock
If you receive the error message shown below, another user is on the same record as you and currently has unsaved changes.
Thu, 28 Feb, 2019 at 9:15 PM
How to enable auto numbering for loans and contacts
For loans, you can enable auto numbering in global setup under Loan Setup>Loan Portfolio.  Go to the Options tab and click on Enable Auto Numbering ...
Tue, 5 Mar, 2019 at 2:50 PM
How to format masks for auto numbered loans and contacts
When Auto Numbering is enabled, with mask options, you may set the auto numbering to be keyed to the reference number (loan ref#) of the loan, or to a key t...
Wed, 6 Mar, 2019 at 7:42 AM
How to reverse/waive or modify a Late Fee
How to Reverse/Waive or Modify a Late Fee Depending on circumstances, you may have a few alternatives:  Reverse the original transaction that charged...
Mon, 11 Mar, 2019 at 1:36 PM
How To Schedule a Campaign using NLS Service
How To Schedule a Campaign in NLS Go to Campaign Builder: Select your campaign then right click and select "Schedule In Service": ...
Fri, 24 May, 2019 at 9:48 AM
How to set up Draft Mode
How to set up Draft Mode Draft mode will allow you to add a loan without finalizing it.  The status of the loan will be DRAFT, rather than ACTIVE,...
Mon, 11 Mar, 2019 at 3:33 PM
Importing Return File in NLS
Importing Return ACH/AFT File in NLS To do so, go to the Processing slider, click on the Import icon, select ACH/AFT Reversals, and point to the file sa...
Wed, 13 Mar, 2019 at 5:09 PM
How To Limit User Access to Specific Reports
Limiting Reports / Report Access Generally, users either have access to reports (or not) via the settings in Security.  There’s no picking and choosing ...
Wed, 13 Mar, 2019 at 5:19 PM
How to control which records are visible for different users
You can use Trustee privileges to limit access to different types of records.  Trustee Privileges can be set for Comment Categories, Report Manager, Contact...
Sat, 16 Mar, 2019 at 8:56 AM
How to set the Date of Death for a contact
Right click in the Date of Birth field for the option to set the Date of Death field for a contact record.
Mon, 18 Mar, 2019 at 6:42 AM