How to Customize the Mortgage Module

How to Customize the Mortgage Module

You can customize the Mortgage Module to include a field to attach a lawyer to a mortgage application.



Note* The steps I show here, can also be applied for contacts, accounts, lenders, etc. That is, all modules can be customized this way. 
For a more in depth view into customizing modules, follow this link to Zoho: https://help.zoho.com/portal/en/kb/articles/use-custom-fields#Add_Custom_Fields