Rolodex

The Rolodex is used to access business contacts in Encompass360. A Rolodex control launches the Adress Book pop-up window and populates one or more Field controls based on the user's selection. When a Rolodex control is associated with a field, the user can right-click the field to open the Address Book and select a company or contact to place in the field.

To Add a Rolodex:

1. Click Rolodex and drag it to the workspace.
2. Click the BusinessCategory property and select a category.
3. Click the Text property and type a label title.
4. Click the Field property and assign a field ID.

To Associate a Loan Field with the Rolodex:

1. Click a text box on the workspace.
2. Click the Field property, and then click to assign a field ID.
3. Click the Rolodex property, click the arrow, and then select the control ID belonging to the Rolodex control you are associating with this text box.
4. Click the RolodexField property, and then click the arrow to select a field to populate from the Rolodex.

When the user right-clicks the text box, the Rolodex will open the business category specified in the Rolodex control. The user can then select a contact, and the contact data will be applied to the field.

Note: You can associate more than one text box field to the same Rolodex control ID. For example, you may want to populate the company, phone, and email fields for a contact from the Rolodex. To do this, reference the same Rolodex control ID, such as Rolodex1, for the Rolodex property on each text box.

Rolodex Properties