Calyx Point 7 User Manual page 443

If you are not in an open loan file, click Browse to locate the loan file to associate with
9
the task.
The
10 Perform a search to locate the loan file.
11 Select the loan file and click OK to return to the
12 To issue person assigned to the task a reminder, select the
enter a date and time for the reminder.
13 Click Save to save the task.
Point User Guide
All tasks must be associated with a loan file. If you do not select a loan
file, an error will occur when you attempt to save the task.
If you are adding the new task from within a loan file, the open loan file
is automatically associated with the task.
A task remains associated with a loan file, regardless of its status, unless
it is deleted.
Search Loans dialog box is displayed.
For more information about the dropdown list utility, refer to
dropdown lists, on page 44.
Requirement
New Task
Related information
Creating tasks
dialog box.
Remind me
check box and
Creating
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