Mortgage Quest Record Toolbar

The upper toolbar provides quick access to commonly used Mortgage Quest features. This toolbar can be hidden or repositioned.

To hide or view the Record Toolbar:

Select View / Toolbars / Hide Record Toolbar or Show Record Toolbar.

To move the Record Toolbar:

Click on the toolbar and drag it to a new location on the screen. You can change the toolbar shape by clicking on the edge of the toolbar and dragging the corner.

To reset the Record Toolbar position:

Select View / Toolbars / Reset Toolbar. If the toolbar has been moved, you can double click on it to reset to its default position.

The following describes each toolbar feature:

               Display first record

               Display previous record

               Display next record

               Display last record

                Create new record

               Save changes to record

               Undo changes to record

              Attach files to record

               Duplicate record

              Merge Record

               Print record summary

               Delete record

               Find record

                Display records in spreadsheet view

              Display company list

               Set or clear bookmark

              Assign borrower or contact to a related parties group

               Display letters and e-mail sent and received from borrower or contact

               Display user registration information

               Refresh the borrower and contact screen data

               Log an inbound or outbound call

               Show dashboard screen