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3
Utilities configuration
The
Utilities
menu contains options that are used to customize Point to meet your specific
business needs. Use the
Utilities
menu to configure dropdown lists, company defaults,
screen settings and colors, and interfaces. You can set up features all at once, or a few at
a time and modify them as your business needs change.
Company default information
The
Company Defaults
options are used to specify company-specific information such as
your address, phone number, local contact information for state and federal real estate
regulatory agencies, and escrow and title account information.
Most of the company defaults that you set up are unique to the data folder where you
create them. However, it is possible to transfer the information to other data folders from
the primary data folder.
Entering default company and processing center information
The information that is entered in the
Company Information
dialog box displays on the
applicable printed forms in the associated data folder.
In this topic
• Company default information
• Creating dropdown lists
• Creating escrow and title tables
• Setting up a proxy server
• Communications
• Specifying search fields and result format
• Creating custom screens
• Customizing the shortcut toolbar
• Specifying the default DOS directory location
• Customizing screen colors
• Specifying the default web browser
• Naming files automatically
• Saving files automatically
• Generating the Mortgage Identification Number
automatically
• Enabling autofill options
• Identifying fields and field IDs
Related information
Refer to Chapter 21,
Data folder and user management,
for more
information about data folders.
