To use the grid:
- Click on
Trust Accounts in the left panel of The Mortgage Office®. - Click on Payees located in the drop-down menu.
- Below is a list of available functions in the Payees grid:
| Button: | Description: |
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Click to Add a payee. For additional information, see Adding payees. |
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Click to Edit a payee. For additional information, see Editing payees. |
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Click to delete a payee. For additional information, see Deleting payees. |
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Click to print the |
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Click to send an e-mail to a payee. |
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Click to Export the contents of the grid to Microsoft Excel. |
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Click to customize the grid. This 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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Use the Find feature to quickly search for a word(s) in the grid. Simply start typing the information you are looking for and watch the grid display only the records matching the criteria. Learn more here. |
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