All installation and configuration problems and questions
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by DruRoland » Mon Sep 23, 2013 6:34 pm
I've got a customer who wants to filter based on LTV. Our agents already collect loan amount and 1st/2nd mortgage balances, so I'd like to generate the LTV automatically to pass it along with the rest of the info.
I'm not sure how to do this though. I've got a list of custom fields already set up to collect everything, but I'm not sure how I can set A/B=C and use C as a value.
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DruRoland
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by williamconley » Mon Sep 23, 2013 7:11 pm
1) Check to see if there are "calculated fields" in the custom fields scenario. If so .. use one. If not .. consider sponsoring the creation of one.
2) use a script or web form. They can accept all the client data and do ANY(freakin)THING you want them to do. At least for display/scripting/information purposes. They can post back as well, but you risk collision with agent screen data if you do that unless you store this data in a completely different location.
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by DruRoland » Mon Sep 23, 2013 7:44 pm
1. No such field type. I'll definitely chip in to add the field for everyone, but I only have this particular edge case to take care of, so justifying more will be hard.
2. Now that's a good, dangerous idea. The very best kind! Thanks again William!
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