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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