SoftPro Developer Forum

When adding a note to a task or contact, and checking the include in general order notes checkbox, the note is displayed in the order notes screen but isn't available in the order.notes collection. We have to loop through the tasks and then each tasks notes to find it. Is there a way to enumerate al...

As part of our development process, we regularly restore a backup of our production environment to our development environment. We've been asked by the audit team to obfuscate some of the data points after the restore. We've tried to identify and overwrite the fields directly in the database, but th...

We are looking to capture template overlays during the OrderSaved event in a server package. I see a previous response to a similar question, https://devforum.softprocorp.com/viewtopic.php?p=4486&hilit=template+history#p4486 , but am not seeing the TemplateHistory collection when opening an orde...