Creating Categories - Calyx Point 7 User Manual

Contact management (Cardex)
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Creating categories

Create categories to help organize your information for quick retrieval. You might want to
create some categories, such as the categories in the following list, before you begin:
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To create a Cardex category:
Select Utilities > Dropdown Lists > Cardex Category.
1
The
To add a category, select Add, enter a category name, and click OK.
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To edit a category, select the category name and click Edit. Modify the category name
in the
To delete a category, select the category name and click Delete.
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Copy and delete records
Print records
Create categories
Edit categories
Populate Point forms
Search for records
Sort records
Appraisers
Hazard Insurance
Investors
Lenders
Mortgage Insurance
Notary
Realtors
Referrals
Title Companies
Dropdown List: Cardex Category
You can also access the
by clicking Edit Categories in the
all records]
dialog box or by clicking the Category button in the
Cardex Record
dialog box.
Edit Selection dialog box and click OK.
dialog box is displayed.
Tip
Dropdown List: Cardex Category
Cardex Database [Browsing for
dialog box
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