This article describes how to customize the fields within an individual loan. If you want to customize the fields for all loans within a specific loan product, i.e. customize a loan template, please reference this article on customizing loan products.
To customize the fields on an individual loan:
Navigate to the customize button, located in the loan details header next to the 'product' section name.
Select the section you'd like to add your custom field in (in the example gif below, within loan terms)
Type in a name for your new field and hit create new field, or select a field template from previously created fields
Choose the parameters of your field. You have a number of options, including:
Currency
Date
Dropdown
Number
Percentage
Text
Email
Phone
Yes/No
If you select dropdown, you'll need to input the dropdown options within the options field, each on a new line.
Otherwise, simply enter a description for your field.
Once your field is added, make sure to hit 'Save & Exit' on the top right hand corner of the page.
Your new field should now be active and ready to use on your loan.