How do I know what my custom fields are for Loans/Core Deposits/Customers/etc.?

If you have custom mapped data coming into Core iQ, you can find those custom fields within the Custom Field Definitions area of the Admin menu. In this area, you will see a list of every incoming field in Core iQ and what they correspond to elsewhere in the platform. Using the Set List Criteria button, you can isolate only your Loan Custom Fields, or your Customer/Member Custom Fields. The first item on each list corresponds to your Loan/Core Deposit/Customer Custom Field 1; and the rest of the list proceeds in this same order. So if you pull up your Member Custom Fields list and see that 'CREDIT SCORE' is mapped to the third entry on that list, you would know that Member Custom Field 3 is CREDIT SCORE throughout Core iQ. This can be useful for adding filters, audience criteria, and for use in merge fields throughout Core iQ.

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