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Sara CharltonSara Charlton 

I want to be able to check a box in a contact to designate that contact as a signor or guarantor in sfdc, later pulling that name into loan documents. How would i do that?

Example:

ABC Company
Jane Smith is contact, but i want to designate her as the signor, to later map her name onto a drawloop template on loan documents....

It would be ideal to do this also with gurantors 
Abhijeet Anand 6Abhijeet Anand 6
Do you need to update all the contacts of your ORG or are there particular contacts only? If you need to set a checkbox to true and assuming that it is a one time activity, you can use dataloader. 
Sara CharltonSara Charlton
Abhijeet, Thanks for your reply- I want to be able to build a custom field that is a checkbox on the contact, but then build a formula where if a contact is checked as a signor, their name gets pulled to the documents where they need to sign when we draft up the contract Sara Charlton Business Development Tech Financial Services, A Division of Five-Lakes Financial, Inc. Direct: 414-446-3351 Mobile: 262-844-7571 Fax: 414-224-0244