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  • Sara Charlton
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2 replies

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 
2 replies

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