No furry sign. How to backup your Cardex within Point
This playlist will teach how to set up Calyx Point defaults and dropdowns, create new borrower and prospect files and much more. We always welcome requests f. As the industry has changed, so has Calyx and Point, to meet my every need.' Mark Favaloro - President, New York Association of Mortgage Brokers; and Principal, Aamtrust Mortgage Since implementing Path, our bank has become more efficient—moving away from a very paper intensive process.
It is recommended to backup your Cardex on a monthly basis. By exporting both versions of the file you increase your chance of recovery if needed. If for some reason the XML will not reimport/recover your Cardex you can get the information back out of the txt file.
The steps are as follows:
There are those times these are needed, instead of very graphically visualized several page document of a family group sheet for example. The only 'negative' issue I have with this application is the inability to just print out a family group sheet or pedigree in plain text format. Macfamilytree for windows. I have used since version 6 came out.
1)Log into Calyx
2)Click on the icon at the top of your menu bar that looks like
this or click on 'Utilities' and 'Cardex Database'
3)You should get a screen that looks like this
4)From this screen click on 'File' and 'Export' and this screen should appear
Leave the defaults and just click on 'Export'
No furry sign. How to backup your Cardex within Point
This playlist will teach how to set up Calyx Point defaults and dropdowns, create new borrower and prospect files and much more. We always welcome requests f. As the industry has changed, so has Calyx and Point, to meet my every need.' Mark Favaloro - President, New York Association of Mortgage Brokers; and Principal, Aamtrust Mortgage Since implementing Path, our bank has become more efficient—moving away from a very paper intensive process.
It is recommended to backup your Cardex on a monthly basis. By exporting both versions of the file you increase your chance of recovery if needed. If for some reason the XML will not reimport/recover your Cardex you can get the information back out of the txt file.
The steps are as follows:
There are those times these are needed, instead of very graphically visualized several page document of a family group sheet for example. The only 'negative' issue I have with this application is the inability to just print out a family group sheet or pedigree in plain text format. Macfamilytree for windows. I have used since version 6 came out.
1)Log into Calyx
2)Click on the icon at the top of your menu bar that looks like
this or click on 'Utilities' and 'Cardex Database'
3)You should get a screen that looks like this
4)From this screen click on 'File' and 'Export' and this screen should appear
Leave the defaults and just click on 'Export'
How To Backup Calyx Point Files Pdf
5)You will be asked to save the file, be sure to save it somewhere you will be able to find it if needed for recovery.
6)Click on 'File' again and now click on 'Export to Calyx PDS'.
Calyx Point Support
7)At this point you will be asked again to save the file and again be sure to save it somewhere you will be able to find it when you need it to recover your database.
