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How to use the data grid?

This article discusses how to use the data grids in The Mortgage Office®.

Mouse navigation:

The user can also use the mouse to manipulate the grid's scroll bars, bringing cells that lie outside the grid's display area into view. The vertical scroll bar governs rows; the horizontal scroll bar governs columns.

Element: 

Description:

Verticle Scroll bar

Vertical Scroll Bar. Scrolls the contents of the grid up or down. Normally, this scroll bar is not visible if the data displayed fits within the height of the grid.

Horizontal Scroll bar

 

Horizontal Scroll Bar. Scrolls the contents of the grid left or right. Normally, this scroll bar is not visible if the data displayed fits within the width of the grid.

add

 

New. Opens a data entry window where you can add a new record.

edit

Edit. Opens a data entry window where you can modify the currently selected record.

delete

Delete. Deletes the currently selected record. A dialog appears asking you to confirm the deletion.

action-png-2

 

Actions. Opens a report dialog window enabling you to process payments, add funding, and add charges. 

history

History. Opens a window displaying historical data for the currently selected record.

print

Print. Opens a report dialog window enabling you to print one or more available reports.

export-to-excel

 

Export to Excel. Exports the grid contents to Microsoft Excel. This option is not available in all grids.

write-letters

Write Letters. Opens a report dialog window enabling you to write a letter(s) to the selected account(s). 

email

Email. Opens a new window allowing you to write and send an email to the selected account. 

map

Display map of Address. Enables you to place all the selected contact's address on an interactive map.

conversation-log

Conversation Log.  Opens a new window enabling you to record communications with borrowers, lenders, vendors and partners for the selected account. 

notes

Notes. Opens a new window enabling you to document additional information about the selected account. 

customize-grid

Customize Grid. Opens a dialog window where you can change the display order and visibility of each grid column.

refresh

Refresh. Updates the contents of the grid.

search

 

Search. Helps you to quickly find items in one or more columns and apply a filter to the grid. Simply type the information you are looking for, press enter, and watch the grid display only the records matching the criteria. Learn more here

IntelliMouse support (Mouse Wheel):

The grid responds to IntelliMouse activity as follows:

  • If the user performs a vertical scrolling operation, the grid scrolls vertically by 3 rows for each click of the wheel.
  • If the user holds down the Shift key while performing a vertical scrolling operation, the grid scrolls horizontally for each click of the wheel.

Keyboard navigation:

By default, the user can navigate the grid with the arrow keys, the PgUp and PgDn keys, and the Home and End keys.

Keys: Grid Behavior:
Up/Down Arrows These keys adjust the current accounts in the grid view by scrolling the grid up and down. 
Left/Right Arrows These keys adjust the current accounts in the grid view by scrolling the grid left and right. 
PgUp/PgDn These keys scroll the grid up or down an entire page at a time. Unlike the vertical scroll bar, the PgUp and PgDn keys change the current row by the number of visible rows in the grid's display. When paging up, the current row becomes one of the first rows in the display area. When paging down, the current row becomes one of the last rows in the display area.
Home/End

These keys move the current cell to the first or last column. If necessary, the grid will scroll horizontally so that the current cell becomes visible. The current row does not change.

Home and End will also move the insertion point to the beginning or end of text within a cell. 

 

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