In the Records Pane in the main interface of CardExchange® Producer and TrustID you see all the records presented that are available in your database. When you make a database connection, in the name list page you select the columns that are shown in the Records Pane. You can find everything about making database connections in the "Using Databases" section of this Help file.
Record Sorting
The Records Pane is a so called data grid showing all your available database records divided by columns. Sorting the records is just as simple as clicking on the column.
Record Look Up
It is very simple to search for records inside the Records Pane. Enter the text that you want to search for in the text box directly above the columns. The text you enter always applies to the first column,if you want to look up records from the Lastname column, you have to drag the column to the front.
Loaded Record Information
In the footer of the Records Pane the total amount of loaded records is shown.