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Saturday, June 24, 2006 - Calyx 5.2 Tips - Inserting an Entry

Want to insert a new employer, a new bank account, liability, or real estate owned before another one in the list of existing entries.

Here's the scenario question:

I have an old file in the closed folders.  The borrower wants to apply for a new loan.  Since the old loan, they've changed jobs.  Is it possible to insert without rekeying all employment info.?  I want to enter the new current info. and have the other 4 shift down in proper order. 

Here's the Answer:

You can use the "Insert" button to move the current entries down by one position.
1. Go to Loan Application > Page 2
2. Locate the Former Employer section
3. Click in the More Entries box.
4. Click Next until you are on the first entry
5. Click Insert
6. Now type the current information in the new entry.  All other entries should shift down by one.

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