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0106 Creating Carded categories and entering records Carded is an electronic database containing information about companies related to your loan files. When completing forms and worksheets in Point,
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How to fill out 0106 creating cardex categories
How to fill out 0106 creating cardex categories
01
Step 1: Login to the system and navigate to the Cardex menu.
02
Step 2: Click on the 'Create New Category' button.
03
Step 3: Enter the necessary details such as category name, description, and any additional information.
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Step 4: Save the information and the new cardex category will be created.
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Step 5: You can now start adding relevant cards to the created category.
Who needs 0106 creating cardex categories?
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Companies or organizations that want to organize their data and information into specific categories.
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Individuals who need to keep track of different types of information.
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Administrators or system managers who want to create a structured classification system for their users.
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Anyone who wants to streamline and categorize their data for easier access and retrieval.
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