Searching for a Request Using a Borrower’s Name

To search for a request using a borrower’s name

1 Access the Closed Stack Request List.
2 Click the Grid menu options button ().
3 Choose Find/Replace Grid.

Horizon displays the Find/Replace window:

4 In the Find Cell Containing field, enter the borrower’s name.

(For example, enter “Chase, Justin”.)

Important: Enter the name exactly as it appears in the column, including punctuation. If your borrower names are listed last name first, with a comma in between, you must enter the name in that order, including the comma.

5 From the In Column drop-down list, choose Borrower.
6 Click Find Next.

If Horizon finds a request that matches your searching criteria, Horizon displays an arrow and ellipsis button in the left-most column next to the request. It also highlights the column you are searching (Borrower). (If no requests match your criteria, Horizon sounds a beep.)

 


© 1998-2017 Sirsi Corporation