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Custom forms

edited Dec 3, 2019 11:55AM in SuiteCloud / Customization 3 comments

We are a money lending institution and require a credit application from the borrower along with a spreadsheet of all the properties they own with the cash flow. I seem to be having the toughest time just creating an entry form to collect all this information. Does anyone have any suggestions.

Thanks,

David Cline
Rehab Funding

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