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.

Tag Archives: Lookup

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 →

Lookup Tables with ProForm Classic on CD Page 2

imageHow do the Closing Disclosure Lookup Tables work with ProForm Classic 15 and 20?

The first thing to wrap our heads around is, each section on page 2 of the CD in ProForm Classic 15 and 20 all come from one screen. On a purchase, there are 10 text positions to store lookup tables for pretty much the entire CD. Lookups for Surveyor, Pest Inspector, Tax Fees, HOA, Home Inspectors, and more all need to fit. That is going to require some thought as to how to lay out the data so that it's easiest to use.

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Classic 15 DS Fields "D" Deducted no Lender name

imageThere was a change in functionality from Standard 12.2 to Classic 15 HF3 where the DS Fields for most 800 and 1300 section fields no longer fill out the Lender's name in the associated To: field. Enterprise 6.3 also works this way, so it's likely a design feature. To a converted Standard user it appears to be an issue. A possible workaround is to put a single entry lookup table on the DS fields so that the user could quickly enter the information. The first interesting obstacle was pressing F9 in a drop down list results in no response from ProForm. Why would they expect someone to need a lookup table on a short drop down list. That seemed to be a show stopper, but then

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ProForm Classic Rate Table Testing

imageFrom time to time our Rate tables need updated, which sometimes brings a pretty high stress level. Here is a method which will allow new underwriter rates to be applied to SoftPro ProForm Classic preventing the update from deleting all the current information. SoftPro distributes a .txt file which the lkupimex.exe utility uses to apply lookup table updates. How nice it is to test the new rates before everyone is using them.

 

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Data Collector Mass Update

Today I needed to add 25 fields to Data Collector.  Where as it's totally doable using the correct application, it is the slow way. And since we work on development servers, the same changes need made on the production servers, so the time is duplicated.  There is a quick and safe (mostly safe) way to update ProForm Data Collector, from SQL Server Management Studio

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