A group lets you enter multiple values, or group entries, for the same field. (For example, you can enter a home, work, and mailing address in the Addresses group for the same borrower, or you can enter both shipping and sales tax charges in the Extra Charges group for a statement.) Groups let you work with subrecords in an Edit window without having to open a new window. In effect, this layers the information in one place, like a stack of papers where each sheet of paper has unique information.
A group appears as a collection of fields, buttons, and a drop-down list set apart from the rest of the edit window by a box that surrounds them. The drop-down list summarizes each group entry. Horizon displays only one entry in the group at a time. Use the drop-down list to display other entries. You can delete group entries or create new ones.
Here is an example of a group:
• | New. Lets you enter a new group entry. When you choose this option, Horizon displays blank fields. |
Important: If you accidentally choose New but do not want to add a new entry, choose Delete to remove the group entry. If you do not delete it, Horizon prompts you when you save the record to fill in the new group entry’s fields.
• | Delete. Lets you delete a group entry. Be sure to highlight the group entry you want to delete before you choose this option. |
• | Drop-down list. Displays a summary of each group entry. |
• | Field. Lets you add or edit text. |
• | Radio button. Lets you turn an option on or off. You can mark only one radio button at a time. A marked button displays a black dot. |
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