Viewing and Managing Private Library Entries

Entries in the private library are created and managed by users in your firm. All private library entries are displayed in the bottom portion of the screen under the heading My Private Library.

Refine Displayed Entries

By default, all entries in the private library will be displayed. You can refine the entries that appear using the Show Corporation and Show Individuals check boxes at the top of the screen. Hover over either of these entries for a complete list of entry categories. As an example, if you wish to view only individual realtors, click the Show Corporations box to deselect all corporation types. Click the Show Individuals box to deselect all individual types and select the realtor option. This will display all individual realtors entered.

Search for Entries

Select a letter at the top of the screen to see all entries that start with a specific letter.

To search for a specific entry, click the magnifying glass icon on the bottom toolbar. Enter the name of the entry you wish to find in the search box and click the Search button. The search results will display any entry that contains your search criteria anywhere in the name.

Manage Entries

Edit Entries

Click on the blue edit to the left of the entry you wish to edit. Make any changes needed and click Save. Click Cancel to return to the main library screen.

Delete Entries

Click anywhere in the row for the entry, other than on the blue links, to select the entry. Click the Delete icon in the top toolbar. You will be prompted to confirm your deletion. If you click Yes, you will receive a prompt confirming that the deletion was successful. If you click No you will be returned to the main library window and the entry will not be deleted.