Delete unused records

Discussions concerning general integration topics.

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mpkaplan
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Joined: Thu Aug 23, 2018 4:21 pm

Delete unused records

Post by mpkaplan » Mon Aug 27, 2018 10:25 am

We have dozens of records that were created and were then unused or replaced by newer records. Other than creating a dummy "deleted" user profile and moving all of those unused records, can you re-implement a function to delete these records?

It is my understanding from support, this was a function that was removed in late 2012.

BobRichards
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Location: Raleigh, NC
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Re: Delete unused records

Post by BobRichards » Mon Aug 27, 2018 10:41 am

What kind of records?
Bob Richards, Software Developer, SoftPro

mpkaplan
Posts: 3
Joined: Thu Aug 23, 2018 4:21 pm

Re: Delete unused records

Post by mpkaplan » Mon Aug 27, 2018 2:52 pm

Softpro title case records. IE: start a new title process, it canceled or loan type change from HUD to conventional. Need to get rid of that record (case).

BobRichards
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Location: Raleigh, NC
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Re: Delete unused records

Post by BobRichards » Mon Aug 27, 2018 3:55 pm

The question is clear to me now. You are correct in that we do not have a mechanism to delete orders once one is saved.
  • However from the Order screen, you can rename the original order to a new name. That will free up the original order name for reuse.
  • To convert one settlement type to another, you can create a new order and use the original order as a template. It should reliably copy the contacts, properties, policies and some other things but not everything.
  • Combine both techniques to reuse the same order number and change the settlement type.
Bob Richards, Software Developer, SoftPro

mpkaplan
Posts: 3
Joined: Thu Aug 23, 2018 4:21 pm

Re: Delete unused records

Post by mpkaplan » Mon Aug 27, 2018 6:04 pm

But the ultimate goal is to have the ability of delete ones that are never used... Unfortunately this happens often.

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