Specifying Search Fields And Result Format - Calyx Point 7 User Manual

If the values in either the LOCAL Data Folder
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you are sending the file), or the REMOTE Data Folder
which you are sending the file) are incorrect, select the correct data folders.
Click Check Borrower Status and type the file name of the borrower.
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Click OK to send the request.
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The
following information:
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10 Use the scroll bars to view the entire status report or click Print to print a copy with
automatic page breaks.
11 Click Close to return to the

Specifying search fields and result format

Use Search/Display Settings option to specify how the search results are displayed
when performing searches from the navigation panel.
The following options are available from the
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Use the Search Loan Settings tab to specify which fields are included in the search results
and the order in which they are listed in the
Customize the search function in the
removing, or re-ordering the search results on the navigation panel.
To format the search results:
Select Utilities > Search/Display Settings.
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Point User Guide
If neither computer contains multiple data folders, you can accept the
Primary Data Folder default.
Rebuilding the file lists is not necessary.
Borrower Status dialog box is displayed. The status dialog box contains the
Current tracking sheet
Conditions
Agent information list
Conversation log for the requested file
Connecting to Remote Host
Search Loan Settings
Auto Display Options
Extended Search Options
Specifying search fields and result format
dropdown list (the data folder from which
dropdown list (the data folder to
Attention
Search/Display Settings
Loan Search Results
Search/Display Settings
dialog box.
dialog box:
screen.
dialog box by adding,
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