Editing a Borrower Record Using a Home Service Process

To edit only the Home Service fields of the borrower record, you can use an option in the Home Service folder.

To edit a borrower record using a Home Service process

1 Start the Update Home Service Borrower process.

The default location of this process is the Home Service folder on the navigation bar.

Horizon opens the List Home Service Borrowers window.

Note: If a Home Service borrower is not listed, make sure their borrower record has been assigned to a route. (For more information, Editing a Borrower Record.)

2 Double-click the Home Service borrower record you want to edit.

Horizon displays the Edit Home Service Borrowers window:

3 Edit the fields as necessary. (For instructions, see the table in Assigning a New Borrower Record to Home Service.)
4 Save your changes.

 


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