Using the Calyx Point PDS (Point Data Server) with WorkCenter CRM

Transcription

1 Using the Calyx Point PDS (Point Data Server) with WorkCenter CRM Calyx Point Software, as everyone knows, is offering clients an option for Calyx Point Data File Central Control. Calyx calls this service the PDS (Point Data Server) option. WorkCenter CRM users that are now using the PDS should read this user guide for mapping the syncing of their Calyx Point data into WorkCenter. The Calyx Point Data Server can be located in your office or miles away. When the PDS user opens their Calyx Software, your icon will take you to the internet and access the PDS server. When you then open a file, Calyx will load a temporary file on your computer. Once you have closed the file, the PDS server will send the file back to the server and the temporary file will no longer be displayed on your computer. WorkCenter has about one second to retrieve the updated data from Calyx Point s temporary file before it is removed from you local computer. To accomplish the data sync from the PDS to your WorkCenter CRM, you will need to re-program your Loan Origination Settings inside WorkCenter. Please follow these steps to find the local computer folder where Calyx PDS places the temporary file when viewing or making modifications. PROCEDURES IF YOU ARE USING A MICROSOFT XP COMPUTER: Vista Users Instructions in this guide following #6: below #1: Open Calyx Point from your computer icon. When the software opens, you will need to open a single borrower or prospect file. During this process, you will need to keep that file open inside Calyx Point. Once the file is displayed, look at the top left section and write down the loan file name. For this example, as shown by the screen view below, the file is named: BRW Please write down this file number/name because you will need to search your computer for that file. Using the Calyx Point Data Server (PDS) with WorkCenter CRM Page 1 of 7

2 #2: You now need to open your Control Panel and make sure you can view hidden and system files. Click on Start and select the Control Panel. Double click on the Folder Options inside your Control Panel and open the next display screen. This screen view will now appear. Click on the View tab and make sure you have selected the option to display Show hidden files and folders as shown below. Once that has been done, click on Apply and then OK to close this screen view. When we go to the next level of searching, this will allow you to look at all the hidden files (many times the folder we wish to find has been hidden). Using the Calyx Point Data Server (PDS) with WorkCenter CRM Page 2 of 7

3 3#: We will now need to perform a search of your computer for the Calyx Point File that you previously opened and for which you recorded the number. For this example, remember our file number was: BRW Click on Start and then select Search. Once you have done this, you will see the next screen view appear allowing you to select your search options. Click on the Companion link. It will take you to this screen view. You will now need to select All Files and Folders. Enter your Calyx File number as displayed below and then click on More Advanced Options and make sure you have checked the box for Search Hidden files and folders and click on Search. #4: The search engine should find the file and its location. You may need to expand the screen view to see the complete download site. As you can see by this screen view, the temporary file is located 12 levels down. You will need to copy or print this location. The next step will be to program this setting into your WorkCenter system files. We recommend that you set your system default to the PDS Folder and it is not necessary to go any lower. Please keep in mind that the location is different on each computer using the Calyx Point PDS server. Using the Calyx Point Data Server (PDS) with WorkCenter CRM Page 3 of 7

4 #5: Open WorkCenter, click on Tools, Setup Options and select the Loan Origination Tab. You will need to make a couple of changes for WorkCenter to access the file. First click into the File Directory and find the folder that is housing your temporary Calyx Point file that you located in Step #4 above. As you can see by this screen view, you will set the syncing to the PDS Folders just above the file location as shown below. #6: Last step how is to set your default to Auto for Mark Loan for Sync after edit? WorkCenter now will automatically sync your data file into your software as you save and close your Calyx Point files. If you have other team members using WorkCenter that are using the Point PDS server, you will need to perform the same steps on each computer. The PDS server will download the temporary file for each employee to a different folder. Using the Calyx Point Data Server (PDS) with WorkCenter CRM Page 4 of 7

5 PROCEDURES IF YOU ARE USING A MICROSOFT VISTA COMPUTER: #1: Same procedure for Vista as explained in Step #1 above for XP computers 2#: We will now need to perform a search of your Vista computer for the Calyx Point File that you previously opened and for which you recorded the number. We will need to make sure you are able to view the hidden files and folders. For this example, remember our file number was: BRW Click on Start Circle and select Control Panel as shown below. Click Classic View and then click and open the Folder Options. When the next screen view appears (see below), click the View Tab and make sure you have selected Show Hidden Files and Folders. Click Apply and then OK. Using the Calyx Point Data Server (PDS) with WorkCenter CRM Page 5 of 7

6 3#: We will now need to perform a search of your Vista computer for the Calyx Point File that you previously opened and for which you recorded the number. For this example, remember our file number was: BRW Next you will need to again click on the Start Circle, enter the file name in the search box as shown below: You should see this screen view to the left appear. If not, press your enter key and then select the Search Everywhere with your mouse. Type your file name in the top right corner of this screen view and then click on Advanced Search. This advanced search option will allow you to select Hidden Files. Enter your file name in the box Name Check the box Include non-indexed, hidden and system files click on Search. Using the Calyx Point Data Server (PDS) with WorkCenter CRM Page 6 of 7

7 This process of finding your file on your computer may take a few minutes. When you see the file appear, you can display it and write down or print the location of the file. Like the XP instructions above, we will need to then go to the next steps. have located your file and the appropriate folders, move to the next step. Once you #4: The same process and steps as the XP #4 above #5: The same process and steps as the XP #5 above 6#: The same process and steps as the XP #6 above Using the Calyx Point Data Server (PDS) with WorkCenter CRM Page 7 of 7