Monitoring Custom Events

You can define your own monitor event fields to remind you of important dates you want to track. When you define a monitor field, Mortgage Quest will notify you when it contains a date that is expired (i.e., equal to or earlier than today's date).

See Defining Custom fields for more information.

To view a list of people with expired dates:

1.  Click the Monitor Event  icon.

2.  Highlight the name of the event.

3.  Click Select.

4.  The Card File View displays a list of people with expired dates.

5.  Custom events will continue to be displayed until you clear the field or enter a new date in the future.

6.  Click Reset Event to clear or set a new date in the future.

7.  Click Close.