Reorder debts on the Debt Schedule

Created by Rocky Webster, Modified on Fri, 12 Apr at 11:18 AM by Rocky Webster

Client Voices allows you to reorder the debts on the debt schedule according to priority. 


1 - Navigate to the debt schedule. 


Each debt on the debt schedule is numbered with 1 being the highest priority.




By default, the priority given debts is in the order they are added.


2 - Click and hold the order field (as shown below) and drag it to the desired position. The priority numbers will change automatically.

 


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