Point User Guide
21
Navigation panel
Reports & Marketing tab
The reports and marketing functions are accessible from the
Reports & Marketing
tab.
Use reports to manage day-to-day business events and clients. Use marketing documents
to help you market loans effectively by creating custom letters, e-mails, and mailing labels.
You can also create queries and customize letters and e-mails with HTML using Microsoft
Word® or Microsoft Outlook®.
The following options specify where the data is to be retrieved when the report is
generated:
Select All/Deselect All
Toggles between
Select All
or
Deselect All
when selecting data folders. Only the
data folders to which you have access are displayed.
Prospect/Borrower
Specifies the file type from which you generate your report. You can select both
file types as well as co-borrowers.
Important
It is important that you verify that the time and date settings
on your computer are correct before you run any reports.
Related information
•
See
Standard reports
, on page 365
,
for more information
about building and running reports.
•
See
Standard marketing documents
, on page 397, for
more information about marketing documents.
