Search found 98 matches

by mrisen
Tue Apr 21, 2015 4:06 pm
Forum: Shell (User Interface)
Topic: Include on revenue reports ghosted
Replies: 1
Views: 585

Re: Include on revenue reports ghosted

You can disregard this question. I found the permission under ProForm\Order\General\OrderContacts\Non-buyer/seller contacts.
by mrisen
Tue Apr 21, 2015 3:47 pm
Forum: Shell (User Interface)
Topic: Include on revenue reports ghosted
Replies: 1
Views: 585

Include on revenue reports ghosted

Can anyone tell me why, for some users, the "Include on revenue reports" check-box is ghosted when viewing an order contact? Is it a permissions thing?
by mrisen
Tue Mar 24, 2015 4:24 pm
Forum: Integration Development
Topic: Client Crash When using Client Side Package
Replies: 4
Views: 645

Re: Client Crash When using Client Side Package

Any suggestions on how to troubleshoot this?
by mrisen
Wed Mar 18, 2015 1:16 pm
Forum: Integration Development
Topic: Client Crash When using Client Side Package
Replies: 4
Views: 645

Re: Client Crash When using Client Side Package

Yes, it is a custom shell package that my group created, but I was hoping to get some ideas how to troubleshoot this as I can't seem to get a stack trace or anything. Simply a SoftPro client crash. Any suggestions?
by mrisen
Tue Mar 17, 2015 6:29 pm
Forum: Integration Development
Topic: Client Crash When using Client Side Package
Replies: 4
Views: 645

Client Crash When using Client Side Package

We have a user who's SoftPro client crashes multiple times a day. We have a client side package she uses that composes an email with data from SoftPro and sends it out through our web service. Sometimes, during that process, the email fails to go out and most of the time the SoftPro client will cras...
by mrisen
Tue Feb 24, 2015 3:25 pm
Forum: Integration Development
Topic: Associate new LedgerIn with an existing LedgerOut
Replies: 3
Views: 661

Re: Associate new LedgerIn with an existing LedgerOut

I'm getting "The transaction already exists in ledger xyz" when I call NewLedgerTransferIn Here is my code: foreach (var transactionInfo in ledger.Transactions) { var transaction = transactionsManager.GetTransaction(transactionInfo); if (transaction.Kind == TransactionKind.LedgerTransferOu...
by mrisen
Mon Feb 23, 2015 10:03 pm
Forum: Integration Development
Topic: Associate new LedgerIn with an existing LedgerOut
Replies: 3
Views: 661

Associate new LedgerIn with an existing LedgerOut

I don't know if this is a viable scenario, but I would like to create and associate a new TransferLedgerIn with an existing LedgerTransferOut. Could you show me how to do that? If that is not possible, perhaps you can tell me what is wrong with my scenario. For testing purposes, I have a template th...
by mrisen
Thu Feb 12, 2015 5:08 pm
Forum: Integration Development
Topic: Setting the Trust Account for an order via the API
Replies: 23
Views: 9814

Re: Setting the Trust Account for an order via the API

Ah, that was it. Silly mistake. Thank you!
by mrisen
Thu Feb 12, 2015 3:19 pm
Forum: Integration Development
Topic: Setting the Trust Account for an order via the API
Replies: 23
Views: 9814

Re: Setting the Trust Account for an order via the API

Hmm... that seemed to work but afterward, when I go into SoftPro, open the order, and click on the Register button, I get the Select Trust Account dialog box, which should not appear. Can you take a look at my function and tell me if I am missing something? public void AddTrustAccount(string orderNu...
by mrisen
Wed Feb 11, 2015 3:12 pm
Forum: Integration Development
Topic: Setting the Trust Account for an order via the API
Replies: 23
Views: 9814

Re: Setting the Trust Account for an order via the API

Thank you. However, I was trying to set the trust account on an existing order. Can you provide some code to do that?