Search found 71 matches

by enendza
Wed Mar 31, 2021 8:51 am
Forum: Installation and Setup
Topic: Setting up SoftPro Development / Test Environment
Replies: 1
Views: 15

Setting up SoftPro Development / Test Environment

Morning - We need to set up a SoftPro development environment for a client. Can you provide any insight and or links to the install process for SoftPro. Also, to ensure that our development environment matches the client production environment do I need to take a backup of their DB? I want to get al...
by enendza
Thu Mar 18, 2021 5:36 am
Forum: Shell (User Interface)
Topic: Custom Button Ribbon
Replies: 2
Views: 21

Re: Custom Button Ribbon

Bob -

As ALWAYS thanks so much for your quick and detailed response.

Emma
by enendza
Wed Mar 17, 2021 6:30 pm
Forum: Shell (User Interface)
Topic: Custom Button Ribbon
Replies: 2
Views: 21

Custom Button Ribbon

Hi - Here is what we want to do: Add a button to the order toolbar Button click display a screen that shows the user the contact information associated with the order Allow user to select a contact Enter verbiage into a summary area Press Send to send a text message to the user So our research shows...
by enendza
Tue Nov 10, 2020 4:10 pm
Forum: Integration Development
Topic: Attachments in SoftPro
Replies: 1
Views: 117

Attachments in SoftPro

Hi -

We have a process that emails attachments from SoftPro. However, I have one case where I have the document attached to the email but I don't see it in SoftPro.

Is there a record of attachments being added / removed in SoftPro database?

Thanks in advance.

Emma
by enendza
Mon Sep 28, 2020 7:29 am
Forum: Integration Development
Topic: Setting up SoftPro Test Environment
Replies: 1
Views: 271

Setting up SoftPro Test Environment

Morning - I would like to update our SoftPro test environment to be more an exact copy of the production environment but just copying the DB is a big task (over 550 GIG of data). So, is there a way to set up a NEW database for our test environment that mirrors production WITHOUT all of the order dat...
by enendza
Wed Sep 09, 2020 1:55 pm
Forum: Integration Development
Topic: BlackKnight Integration
Replies: 3
Views: 305

Re: BlackKnight Integration

Hi -

Yes I found this link on the site and was wondering if you had any documents that lists all of the different options that SoftPro provides to integrate with Black Knight

http://help.softprocorp.com/articles/36 ... 0Guide.pdf
by enendza
Wed Sep 09, 2020 1:34 pm
Forum: Integration Development
Topic: BlackKnight Integration
Replies: 3
Views: 305

BlackKnight Integration

Hi -

Does SoftPro offer any BlackKnight Integration "plug-ins" or "add-on" that we could use?

Thanks in advance

Emma
by enendza
Tue Aug 18, 2020 1:56 pm
Forum: Integration Development
Topic: Date Time of Person added to a Contact
Replies: 1
Views: 290

Date Time of Person added to a Contact

Hi -

Looking in the database OR in the SoftPro UI is there a way that I can tell when a contact was added to an order contact?

I need to know the date/time that this person was added to the Lender contact.

See attached print screen

Thanks in advance

Emma
by enendza
Mon Aug 03, 2020 6:48 pm
Forum: Custom Order Rules
Topic: Custom Fields
Replies: 1
Views: 304

Custom Fields

Hi - When I look in our DB we have 7,000 ++ custom fields. Out of that 7,000 we have 1,044 that are NOT HIDDEN. Are there any known concerns with making all the custom fields that we don't THINK are being used as HIDDEN? Is there a SQL Statement that I can use to determine when and if the custom fie...
by enendza
Mon Aug 03, 2020 2:51 pm
Forum: Standard/Enterprise Development
Topic: Custom Fields
Replies: 1
Views: 341

Custom Fields

Hi - When I look in our DB we have 7,000 ++ custom fields. Out of that 7,000 we have 1,044 that are NOT HIDDEN. Are there any known concerns with making all the custom fields that we don't THINK are being used as HIDDEN? Is there a SQL Statement that I can use to determine when and if the custom fie...