Grid Section Features

The Grid Section of the dashboard shows all borrower records selected by the filter set in the Upper Section. It has the following features:

·      + - Click to expand the grid to show more records

·      Checkbox – Mark the checkbox to enable various controls at the bottom of the screen, such as the Delete button

·      Scroll Bars – Click the horizontal and vertical scroll bars to view more records.

·      Sort Data – Click a heading title, such as Name, to sort the data in the grid.

·      Double Click – Double click the left mouse button on a record in the grid and the full record is displayed. The dashboard is minimized at the bottom of the screen. Click the dashboard icon to maximize the dashboard.

·      Right Mouse Click – Right mouse click on a record in the grid to display a short cut menu of common commands

The buttons at the bottom of the screen perform various actions on records selected in the grid:

·      Select All – Marks all record checkboxes in the grid.

·      Select None – Unmarks all record checkboxes in the grid.

·      Set Sales Stage – Set the sales stage field to a selected value for all marked checkboxes.

·      Set Pipeline – Set the pipeline field to a selected value for all marked checkboxes.

·      Set Loan Status – Set the loan status field to a selected value for all marked checkboxes.

·      Add to Campaign – Add all marked records to a campaign.

·      Notes – Show the notes screen for the highlighted record in the grid. This feature only works with one record.

·      Delete – Permanently delete all records with marked checkboxes.

·      Assign – (Multi-User versions only) If you have the privilege to view all loan officer’s data, you can reassign records to another user.