Calyx Point 7 - Specifying Search Fields and Result Format

Point User Guide 57
Specifying search fields and result format
7 If the values in either the LOCAL Data Folderdropdown list (the data folder from which
you are sending the file), or the REMOTE Data Folder
dropdown list (the data folder to
which you are sending the file) are incorrect, select the correct data folders.
8 Click Check Borrower Status and type the file name of the borrower.
9 Click OK to send the request.
The
Borrower Status dialog box is displayed. The status dialog box contains the
following information:
• Current tracking sheet
• Conditions
• Agent information list
• Conversation log for the requested file
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
Connecting to Remote Host dialog box.
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
Search/Display Settings dialog box:
• Search Loan Settings
• Auto Display Options
• Extended Search Options
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
Loan Search Results screen.
Customize the search function in the
Search/Display Settings dialog box by adding,
removing, or re-ordering the search results on the navigation panel.
To format the search results:
1 Select Utilities > Search/Display Settings.
Attention
If neither computer contains multiple data folders, you can accept the
Primary Data Folder default.
Rebuilding the file lists is not necessary.