Innovate. Connect. Grow.

Amplify your business with the only Salesforce solutions optimized for financial services.

Modify Loan Picklists

NOTE: Your  Loans tab may be named "Transactions / Properties" or "Opportunities" if you are a Jungo Lender App client or Jungo enterprise client.

* The following instructions apply to System Administrators only *

The Status, Loan Purpose, Loan Type and other lists on the Loan page is customizable; you can add, remove, or edit the options in these picklist.

To change the status drop down menu in Lightning:
  1. Click on the Gear Icon in the top right corner of the screen.
  2. Click on Setup.
  3. Click on Object Manager in the tabs on the top right.
  4. Click on or search for Loans 
  5. Click on Fields and Relationships
  6. Scroll down to or search for Status
  7. Click on Status.
  8. Under the Picklist Values section, you will see all the drop down options.
  9. To add a new status, click the New button.
  10. Enter the new status (or statuses) in the box.
  11. Click the Save button.
TIPS:
  • The same steps apply for loan purpose and loan type; simply click those options instead of status
  • You can also edit or delete any of the statuses in the list.
  • Click the Reorder button to alphabetize or choose the order of the status.
  • You can also change the other picklist options on the loan page as well including loan programloan purpose, and loan type.
Watch the video below to change Loan picklists in Classic:
  
To change the status drop down menu in Classic:
  1. Click on Your Name in the top right corner of the screen.
  2. Click on Setup.
  3. Click on Create on the left under App Setup.
  4. Click on Manage your custom objects (or Objects on the left).
  5. Click on Loan.
  6. Scroll down to find Status, under Contact Custom Fields & Relationships.
  7. Click on Status.
  8. Under the Picklist Values section, you will see all the drop down options.
  9. To add a new status, click the New button.
  10. Enter the new status (or statuses) in the box.
  11. Click the Save button.
TIPS:
  • The same steps apply for loan purpose and loan type; simply click those options instead of status
  • You can also edit or delete any of the statuses in the list.
  • Click the Reorder button to alphabetize or choose the order of the status.
  • You can also change the other picklist options on the loan page as well including loan program, loan purpose, and loan type.
Watch the video below to change Loan picklists in Classic:


 

Did you find this article helpful?