SoftPro Developer Forum

The transaction type has to be "Incoming Wire". If the user has worked up an order, then the expected incoming funds will be generated as a receipt. The user has to go to the register tab and change the transaction type to "Incoming Wire", and the status has to be pending. If a user is not seeing a ...

You are correct in going back to the Order table to get the owning profile id (see my reply to your previous post on this topic). All of our standard reports are written by trust account, specifically for reconciliation purposes. To change those reports to be able to run those for multiple trust acc...

We do not have documentation regarding the database objects used in the ProTrust reports. SoftPro provides two different sets of standard reports, one by trust accounting date, the other by transaction date. By trust accounting date you are using the actual timestamp of the transaction and any adjus...

Try inserting another detail section in your report, make it narror and move the line into the new section with it set to move to the bottom of the section when printing. You can also set the width of the line to be hairline, then it may be narrow enough that the underscore text would be more visible.

Michael, can you post your view.

When you add the view to your report, are you changing the join to be a left outer join?

I have experienced linking issues when trying to join a view to a stored procedure, but have not had any issues with linking a view to a view.

When we initially started developing reports, we needed a way to set the parameter order. At some point, the order that you set the parameters in Crystal works , and we no longer user that. Use Crystal to set your order of the parameters. There is a standard report, "Current Queue" (SPMGT_CurrentQue...

There are several parameters that are passed from our program to the Crystal Report that are coded from our program to not display the parameter when it is rendered. ContextID and UserID are two of those parameters. I believe you can accomplish what you are wanting to in your custom readydoc report ...

There are a couple of different ways to get only one record per order. You could do the following: SELECT O.ID AS OrderID, O.ReceivedDate, ---All other fields that you want that return only one record per order ESC.DateEscrowFeesFirstPaid, ISNULL(ESC.EscrowFees,0) AS EscrowFees FROM dbo.[Order] AS O...

The dbo.TransactionHudLineAndAmountFull view has the information that you need. Most of our customers count their revenue when fees to a revenue order contact are disbursed. A revenue order contact is an order contact that the "Include on revenue reports" flag is checked (dbo.OrderContact.IncludeOnR...

If you are not currently connected to the new database, open a report and then select Database, Database Expert. Create a new connection using OLE DB(ADO). Once you are connected to the database, right click the connection and add it to your favorites, it will make it easier to change multiple repor...