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Is it possible to print the Track: Status and...Expand / Collapse
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Posted 6/22/2009 4:21:30 PM


Junior Member

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Group: Forum Members
Last Login: 6/22/2009 4:09:20 PM
Posts: 13, Visits: 45
We're currently running Point 6.2b (and have PDS for the database). 

Is it possible to print the Track: Status and Checklist form, the one accessed from the Menu bar in Point by clicking Track, then Status? 

I've looked in form-by-form at all the forms available for printing in the print function and cannot find it.

We would like to include at least the Loan Progress section of the form to include in our hard-copy paper loan files after a loan is closed, cancelled, or declined on the top of the forms in the file so an employee referring to the file at some later date can tell at a glance the history and associated dates.

We're currently using a Word document with hand entries to do that.  If we could print this form, it would be much easier.

Thanks,

Pat

Pat

Post #8671
Posted 6/26/2009 4:30:35 PM
Supreme Being

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Group: Forum Members
Last Login: 6/25/2010 4:41:09 PM
Posts: 153, Visits: 378
No, I don't believe you can print the Loan Progress.  You can create a custom form, though, that pulls all that data from the Loan Progress section and then print that. Just as easy.

Danielle Plummer

Arbor Mortgage

Post #8729
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