60
Calyx Software
Utilities configuration
•
To create a dropdown list, select
Dropdown List
and enter the list items in the
Dropdown
field.
6
Repeat
Step 4
and
Step 5
for
any additional fields to include in the screen.
7
Click
OK
to save your settings.
Customizing the shortcut toolbar
Customize the shortcut toolbar to arrange it in a way that is most convenient for you to
access forms.
To customize the shortcut toolbar:
1
Select
Utilities > Customize Shortcut Toolbar
.
The
Setup Shortcut Toolbar
dialog box is displayed.
2
Select the file type for this arrangement from the dropdown list.
3
Use the following controls to further define the shortcut toolbar:
•
In the
List Layout
section, arrange the sequence of the list by using the move
buttons. Select the form to move and click
Move Up
,
Move Down
,
Move to
Bottom
, and
Move to Top
.
•
In the
Options
section, select the
Smart List: Most recently accessed form moves
to top of list
check box to place the most-recently accessed forms at the top of the
list.
•
Click
Sort List
to sort the list alphabetically.
Tip
To access custom screens:
1
Open a prospect or borrower file.
2
Select
Forms > Custom Screens
.
