Search found 78 matches
- Thu Jun 12, 2014 3:13 pm
- Forum: Integration Development
- Topic: Setting the marketing rep on an order contact
- Replies: 25
- Views: 3385
Re: Setting the marketing rep on an order contact
Yes, everything else is being loaded to the lender contact. The user creating the order is CTWINOES263 and is a member of the OP ESCROW MANAGER role so that it has grant,edit permissions on the marketing rep. case vLender: dynamic lender = order.CreateNew("Lender"); ((IList)order["Con...
- Thu Jun 12, 2014 2:05 pm
- Forum: Integration Development
- Topic: Setting the marketing rep on an order contact
- Replies: 25
- Views: 3385
Re: Setting the marketing rep on an order contact
I am setting the value on the contact record via the API and as previously posted, the lender.marketingrep object is being set with the values indiicated but when going in to the created order in UI the marketing rep (1) drop down is not populated. The user "James J. Ystesund" in this case...
- Thu Jun 12, 2014 1:05 pm
- Forum: Integration Development
- Topic: AmbiguousLookupException
- Replies: 12
- Views: 1539
Re: AmbiguousLookupException
In these particular cases, I already have the city and state, the issue is the zip code appears in 2 cities so the fact that 2 records are coming up when trying to set the zipcode is irrelevant to me because in these cases the zipcode is the same on both records. I am not actually doing any look ups...
- Thu Jun 12, 2014 12:56 pm
- Forum: Integration Development
- Topic: Setting the marketing rep on an order contact
- Replies: 25
- Views: 3385
Re: Setting the marketing rep on an order contact
Any thoughts?
The marketing rep field does not show as populated even though the property is being set through the API as indicated in the previous post
The marketing rep field does not show as populated even though the property is being set through the API as indicated in the previous post
- Thu Jun 12, 2014 12:46 pm
- Forum: Integration Development
- Topic: TitleCompany IncludeonRevenueReport
- Replies: 1
- Views: 626
TitleCompany IncludeonRevenueReport
In Boylan when creating the “Base” titlecompany for an order I had to set the following two fields manually: titlecompany.SetFormula("DivertProceedsTo", Convert.ToString(myRow["DivertProceedsTo"])); titlecompany.IncludeOnRevenueReports = true; [/code] I noticed in Cameron that at...
- Thu Jun 12, 2014 11:30 am
- Forum: Integration Development
- Topic: AmbiguousLookupException
- Replies: 12
- Views: 1539
Re: AmbiguousLookupException
Thanks Graham! I implemented your solution from post http://www.softprocorp.com/devforum/viewtopic.php?f=19&t=655&p=2762&hilit=ambiguous#p2762 and I was able to get past the error. private void DisambiguateLookups(SelectServer selectServer) { ILookups lookups = selectServer.GetService<IL...
- Wed Jun 11, 2014 4:02 pm
- Forum: Integration Development
- Topic: Setting the marketing rep on an order contact
- Replies: 25
- Views: 3385
Re: Setting the marketing rep on an order contact
ok, my mistake. I was not seeing the users that I was hoping to see because the filter was set to Default on the users list. I found them once I went to the appropriate filter. I was able to add the users that a group that has grant,edit capabilities for the Marketing Rep and no longer get the messa...
- Wed Jun 11, 2014 3:01 pm
- Forum: Integration Development
- Topic: Setting the marketing rep on an order contact
- Replies: 25
- Views: 3385
Re: Setting the marketing rep on an order contact
I will poke into it some more. I have SPAdmin rights on the UAT server that I am working with. Currently my problem is the user that created the order does not appear in the Users and is not a member of any group. Thanks!
- Wed Jun 11, 2014 2:53 pm
- Forum: Integration Development
- Topic: AmbiguousLookupException
- Replies: 12
- Views: 1539
Re: AmbiguousLookupException
Thanks Graham...
It is the PR - Zip - National Table with 2 instances of 53217. I get what you are saying now. I will poke around and see how this is happening and what I can do about it!
It is the PR - Zip - National Table with 2 instances of 53217. I get what you are saying now. I will poke around and see how this is happening and what I can do about it!
- Wed Jun 11, 2014 12:04 pm
- Forum: Integration Development
- Topic: Setting the marketing rep on an order contact
- Replies: 25
- Views: 3385
Re: Setting the marketing rep on an order contact
I am not sure how to do that. The user that is creating the order does not appear in the Security Users table. It is a SoftPro user and not an AD user and I dont see any of those user types in the table.