FAQ
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
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
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 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 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 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 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
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
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
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