Home on the web ~ Dan Van Fleet

Information on SoftPro ProForm with some general computer tips and techniques, with a bit of me.

Home on the web ~ Dan Van Fleet - Information on SoftPro ProForm with some general computer tips and techniques, with a bit of me.

Category Archives: SoftPro

SPUG, SoftPro Users Group Conference

SoftPro Users Group 2017 logoRight around the corner the annual SoftPro Users Group conference will be held at the Naples Beach Hotel & Golf Club from April 5th to the 7th.  Book your room today, there are 319 rooms with views of the Gulf or resort.

The conference has expanded to 4 tracks this year.  Classic, Select Boot Camp, Select Optimization, and Select Engineer Forum.  The Classic track which covers both Standard and Enterprise is an excellent place to bring new managers up to speed on the platform while giving a peek into the future.

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Classic 15 Calendar Robot

imageThe concept of the Closing Calendar or the Book has fascinated me since I was first shown a real "Book" in the early 1990's.  I've created calendar tools for ProForm clients ever since. At this point, most companies have adopted some sort of electronic shared calendar, those who have experienced our fully automated solutions save money on every closing.

The ProForm Calendar Robot is an automatic tool that maintains a closing calendar by watching the ProForm database.  The ProForm user does nothing other than set the Settlement Date and Time in ProForm.  When the changes are saved, the Robot quickly notices and updates a shared calendar.

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Classic Permission issue PFWIN-114

clip_image001The other day a user needed to be given a permission in SpAdmin on a Classic 15 system. It didn't go so well. The permission showed as being applied but the user was still unable to do the task. Print Checks was the permission needed rights granted.

This was a contract customer, someone who pays me just for being around, so a solution needed to be found sooner than later. A dive into the PermissionsByUser table in the SoftPro Database found the problem. The Allow flag was set to False on the UserID for Program zero. I'm guessing Program zero is ProForm, one is ProTrust, two and three exist, but I don't know enough to hazard a guess at this point. Continue reading →

ProForm filtering Lookup tables when updating

clip_image001There are a number of methods to update lookup tables in SoftPro ProForm Classic 15 and 20. Using the normal ProForm interface is the most common. We can't use the asterisk (*) filtering where * is used as a match all filter since the update would put that in the Code field. There is another solution which can also be used to pull a lookup record.

When the Lookup table window displays, begin typing the Lookup Code, the list will rapidly follow along selecting rows as letters are typed. Continue reading →

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