Borrower Lists

You can display 4 borrower lists along the left side of the main screen. The lists provide easy access to many features, such as drag and drop.

To show and hide lists:

1.  Select View / Lists and select the list to show or hide, such as the Record, Campaign, Letters, and Activity lists.

2.  Press F8 to show or hide the campaigns, letters, or activity lists

3.  Press F9 to show or hide the records list.

Borrower Record List

The borrower record list shows a list of all borrowers in the database. Borrowers’ names are color coded to indicate various conditions:

·      Blue – The borrower is in a campaign or an activity.

·      Grey – The borrower’s mail status is set to Don’t Send Letters.

·      White – The borrower is not in a campaign or activity and the mail status is set to Send Letters.

Note: If a borrower is in an activity and the mail status is set to Don’t Send Letters, the name will appear in blue.

The borrowers list has the following features:

·      Search – Click in the borrower list and begin typing the last name of the borrower. When the name is found in the list, double click on the name or press the Enter key to display the borrower record.

·      Right Mouse Click – Right mouse click on borrower to view the campaigns or activity the person is in.

·      Double Click – Double click a borrower to go to that person’s database record.

·      Drag and Drop – You can drag a borrower from the list and drop it on other lists to perform various actions. Click the left mouse button on a borrower in the list and hold it down while moving the mouse over an item in another list (e.g., campaigns list). Let go of the mouse button to drop the borrower on the item desired.

o  Campaigns List – Add the borrower to a campaign.

o  Letters and E-mail List – Send the person a letter or e-mail.

o  Activity – Add the borrower to an activity.

Campaigns, Letters and Activities Lists

The lists show campaigns, letters and e-mail, and activities series for borrowers only. Double click on an item to edit it. You can selectively show one or more of the lists.