Portal Defaults Setup

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CP_NewJobDefaults.jpg
 
Setup > Online Portal Setup > Defaults/Settings
 
The new job default setup fields are used to set the default values that will be used when a new job request is submitted from a portal.  These values can be changed during the job request entry.
 
Fields
Servicer Status Code
Job Type Service Type
 
CP_StatusCodeSetup.jpg
Included: Jobs that match the status codes in this list will appear in the Portal's job list. 
 
CP_StatusCodeSetupExc.jpg
Excluded: Jobs that match the status codes in this list will not appear in the Portal's job list.