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How to use the payees grid?

This article discusses how to use the Payees grid to add, edit, delete, view, and print Payee information.

To use the grid: 

  • Click on users 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:
add

Click to Add a payee. For additional information, see Adding payees.

edit

Click to Edit a payee. For additional information, see Editing payees.

delete

Click to delete a payee. For additional information, see Deleting payees.

PRINT with button border outline  

Click to print the print Mailing Labels for the payees. 

email

Click to send an e-mail to a payee.

file-excel-solid

Click to Export the contents of the grid to Microsoft Excel.

customize-grid

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.

refresh

Click to refresh the contents of the grid.

FindSearch icon box

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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