Captools/net Desktop

 

If you are loading a large number accounts (>300 ~ 800 depending on computer speed) to your Captools/net Desktop the load time and subsequent screen refresh times can be significantly reduced (by factor of 2 to 4) by turning off the loading of "Lookup Fields".  These are fields in some views (account, position and allocation records) which pulls data from other data tables (e.g. the "Family" field on the Account table, which pulls data from the client records).

 

To turn off the lookup fields, use the "Options" button when you log-in to access the Data Retrieval Preferences and follow these steps: