Creating Lists

How to create lists in LoanCirrus

Karen avatar
Written by Karen
Updated over a week ago

***This feature requires the user to have Admin permissions/rights***

You may access the Admin panel by clicking the "Dashboard Quick Menu" icon

to reveal the "Settings" option as shown below:

Loan Cirrus allows you to create customized lists...

This feature is accessible by clicking “Lists” from the top navigational pane on the Admin Dashboard

The following screen will be displayed

Click on

This will render the screen displayed below:

Fill-in a name for your new list and click

Next, select your newly created list name. For this example, it would be “Asset Types”.

Add your label(s) and value(s). That would be the item(s) associated with your new list.

Click on

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