0525 Creating a custom screen

You can create up to eight (8) customized screens in Point. Each screen can contain up to 25 fields of information.

Creating a custom screen

  1. Open Point.
  2. From the Menu bar, select Utilities > Custom Screen Settings...
  3. Click the dropdown for the Custom Screen number and select the screen you want to create or edit, such as, Custom Screen 1.
  4. In the Screen Name field: enter the name of the screen.
  5. In the left pane, click Field 1.
  6. In the Field Name field, enter a title for the first field on the screen.
  7. In the Field Type dropdown list, select the type of field you are creating. (For example: Select Text if you will enter text info this field or select Integer if you will use numbers for this field.)


  1. Repeat these steps for all fields you will create for the screen.
  2. To create another screen, select Custom Screen 2 from the left dropdown box and enter each field for the second custom screen.
  3. When finished, click OK.
  4. Close and open Point to load the custom screen changes.
  5. The Custom Screen can be accessed from any prospect or borrower file by selecting Forms > Custom Screens/Fields from the menu bar.