Custom Field Value Aggregator Tool |
This tool was built primarily to help with the loan control report, but it may be helpful in other situations as well. Let’s assume you want to note that some payments are “Cash” and some are “Check.” As you record those payments, you might enter cash payments with a Custom1 field as “Cash,” “cash,” “$$$,” “csah," “$,” etc. Using the aggregator, you can select all the values which essentially mean “Cash” in the left panel, and then click “Cash” in the right panel to change every payment in the system with any of the selected values to “Cash.” |