Modifying the Credit Relationship Tab for Loan Presentations

The Credit Relationship tab displays loan information that you can include in your loan presentations
(Credit Actions). Select the To CR check box for any loans on the Our Debt and Other Debt tabs to display their information on this tab.

Note    Your system administrator’s settings determine if information from the Credit Relationship tab can appear on the loan presentations you create.

Credit relationship information is displayed in your loan presentations exactly as it appears on this tab. You have the following options for modifying the layout of this information:

•       Click the  or  icon to the left of a loan record to expand or collapse loan details. The level of detail appearing on this tab also appears in your loan presentation.

•       Click and drag the icon to the left of a loan record or category to reposition it on the screen. When you drag a record or category, a yellow space appears indicating where you can place it.