How to use lookup windows?
This article discusses how to use lookup windows.
In many of The Mortgage Office® windows, when you are required to enter an account number or name, the option button appears to the right of the data entry text field.
To use the LookUp window:
- Click in the text input field. Once you are in the field, the option
button is displayed.
- Click the option
button to open the lookup table.
TIP: To narrow your search, start typing the account or name of the record in the Find box.
- Sorting the list:
- Click on Account to alternate sorting the list by ascending or descending account order.
- Click on Name to alternate sorting the list by ascending or descending name order.
- Columns are sorted in ascending order if an up arrow is displayed in the caption bar; a down arrow indicates descending order.
- Selecting a record:
- Double-click the row containing the record.
NOTE: Double-clicking on a row, selects the underlying record and closes the Look Up window in a single step.
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- Once the record has been selected, click OK to accept it; click Cancel or press the Esc key to abort.
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