The Custom screen contains fields that you define to capture information about the contact. You can capture any type of information, such as dates, and numbers. Any custom field you define can be searched for reports, adding people to campaigns and creating groups.
Mortgage Quest allows you to define three types of fields:
· General Fields - Contain general information.
· Merge Fields - Contain general information that can be merged into letters.
· Monitor Fields - Special date fields that are tracked by the Event Monitor. When a monitor field contains a date that is equal to or earlier than the current date, the Event Monitor notifies you.
To define a field, click to the left of the list and enter the name of the field. You can rename fields by clicking on the name and changing the text.
The General and Merge fields are lists so it is easy to select repeated information.