Adding a SmartList Item
- In the menu, click the SmartList link.
- Click
- Enter the info.
- The Default selected field tells the SmartList whether to automatically check this item when you start adding items and conditions to a new loan, on the Add New Items page. Note: this does not automatically add the item to all new loans.
- Target Date sets a goal for this item or condition to be cleared by based on the loan creation date.