Trustee from Administration does not default into transactions and is not available to set up in Template Maintenance

1/30/2019

Currently, the Trustee information set up in the Administration Contacts area does not default into a loan for the Collateral Details Trustee, nor is it available to be added in Template Maintenance.

Until this can be changed, users can enter the Trustee information at transaction time in Collateral Details by adding the name or selecting it from the existing party list.