The Clients grid enables you to quickly and easily add, edit or remove clients. It also allows you to print different reports, send e-mails to clients, and export the grid to excel.
To access the clients grid in trust accounts:
- Click on the
Trust Accounts drop-down menu in the left panel of The Mortgage Office®. - Scroll down and select Clients.
- The following options are available:
| Button: | Description: |
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Click to Add a client. For additional information, see Adding clients. |
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Click to Edit a client. For additional information, see Editing clients. |
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Click to Delete a client. For additional information, see Deleting clients. |
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Click this drop-down to check the |
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Click to display a list of available reports. The available options are:
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Click to send an email to a client. |
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Click to Export the contents of the grid to Microsoft Excel. |
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Click to customize the grid. Opens a window where you can change the display order of the grid columns and whether they are displayed or not. |
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Click to refresh the contents of the grid. |
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Find 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, click Search, and watch the grid display only the records matching the criteria. Click here to learn more about Find. |
Hide Zero Balance Clients option.
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