by focusIT Support Team | Aug 29, 2017 | FocusIT Blog
Assigning user or user group Access rights to a data folder 1. Log into your PointCentral Administration site. 2. From the left Navigation Menu, go to Data Folders, then List Data Folders. 3. Click Edit next to the Data Folder to which you are...
by focusIT Support Team | Aug 2, 2017 | FocusIT Blog
Save time and increase productivity by creating templates for the types of loans and programs you use most often, for example, 30-year fixed FNMA. Here’s how to do it in six easy steps: 1. Open the Templates tab from the left navigation menu. 2. Select Loan Program....
by focusIT Support Team | Aug 2, 2017 | FocusIT Blog
The steps are as follows: 1. Log into Pulse 2. Click on the Setting button 3. Click on Email Templates 4. You will see two tabs, one labeled “Email Templates” and one labeled “Email Skins”. Click on “Email Templates” 5. Scroll down to locate the email template you...
by focusIT Support Team | Aug 2, 2017 | FocusIT Blog
• Log into Pulse Marketing • Click on “List” • Click on “Create List” • Give the List a Name • Choose the type of List, either Automatic or Dynamic • Select the Branch or Branches • Click on “Next” • Under the “Add to List Filter” page click the “Users” tab • Click...
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