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Table of Contents (Online Help)

 

Calendar-Diary

Loan Performer has a calendar that can be accessed and used for reference and making of notes on selected days of a month or year.

How to access the Calendar\Diary

To get to this menu you go to System/Calendar or use the short cut keys CTRL + Y and a screen like the one below shows up:

Diary

In order to make notes for a day, click on the required date, e.g., "24thJuly 2015". Type a note(s) for the date selected on the right hand side of the Calender/Diary screen.

If you want to register notes from other days of the month, click on the required date and enter the details as needed.

When all the notes for the different days have been entered successfully, close the screen. The data will automatically be saved.

Note that checking for notes made on a particular date can be done by clicking on that date and the notes for that day will be displayed on the right hand side of the screen.

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