2817 Creating Cardex categories and entering records

Cardex is an electronic database containing information about companies related to your loan files.

When completing forms and worksheets in Point, you can move data from the Cardex into the forms or from a form into Cardex. The data can be entered into Cardex all at once, or gradually as you complete more forms.

Creating Cardex categories:

  1. Open Point.
  2. From the Menu bar, select Utilities > Dropdown Lists > Cardex Category.
  3. In the Dropdown List: Cardex Category window, click Add to enter each new category.
  4. Click OK to exit.

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Entering a new Cardex record:

  1. From the Menu bar, select Utilities > Cardex Database. The Cardex Database [Browsing All Records] window opens.
  2. Click New.

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  3. In the Cardex Record window, click the Category dropdown list and select a category for the new entry.
  4. In the Cardex Record window, complete the Full NameJob TitleCompanyStreet AddressCityState/ProvinceZip/Postal CodePhoneFax, and Notes fields for the new entry.
  5. Click Save & Close to save the record.

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Transferring entries from files into the Cardex Database:

  1. Complete any section displaying the Cardex symbol.  For example: The Employer fields on Page 2 of the Loan Application.
  2. From the Toolbar, click the Cardex icon. 
  3. The Cardex Database window appears, stating “The information you entered in the fields could not be found in Cardex” (if the information has not yet been entered).
  4. Click Add New. An entry containing the information is created in Cardex.
  5. Click Save & Close to save the record.

Transferring entries from the Cardex Database into files:

  1. Click in any field displaying the Cardex symbol. 
  2. From the Toolbar, click the Cardex icon. 
  3. Select the entry you want to transfer from the list.
  4. Click Select to transfer the information into the file.