05-24-2019 09:54 AM
I am working in test, with two sets of autofills that contains the same member information being assigned to different keywords. One is for the applicants of the loans the other being for the guarantors. The Autofills are identical. I am looking for a way to perform a custom query to search for loan documents to return a result for when a member is either an applicant or a guarantor on a loan document. I believe there is a way to do this using a custom SQL query I just don't have the SQL Knowledge. The search words and their result relations would consist of:
Member # = Owner # or Guarantor Number
Member First Name = Owner First Name or Guarantor First Name
Member Last Name = Owner Last Name or Guarantor Last Name
Organization = Owner Organization or Guarantor Organization
Any suggestions on how to build this or resources for Custom SQL would be appreciated.
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