SoftPro Select

Transcription

1 SoftPro Select ( ) Release Notes January 17, Falls of Neuse Road, Suite 400 Raleigh, NC p (800) f (919)

2 Copyright and Licensing Information Copyright by SoftPro, Raleigh, North Carolina. No part of this publication may be reproduced in any form without prior written permission of SoftPro. For additional information, contact SoftPro, 4800 Falls of Neuse Road, Raleigh, NC 27609, or contact your authorized dealer. Microsoft, Windows, and MS DOS are registered trademarks of Microsoft Corporation in the United States and/or other countries. WordPerfect is a registered trademark of Corel Corporation. Crystal Reports is a registered trademark of SAP AG. HP LaserJet is a registered trademark of Hewlett Packard Development Company, L.P. GreatDocs is a registered trademark of Harland Financial Solutions Incorporated. RealEC Technologies, Inc. is majority owned by Lender Processing Services. All other brand and product names are trademarks or registered trademarks of their respective companies. IMPORTANT NOTICE READ CAREFULLY Use of this software and related materials is provided under the terms of the SoftPro Software License Agreement. By accepting the License, you acknowledge that the materials and programs furnished are the exclusive property of SoftPro. You do not become the owner of the program, but have the right to use it only as outlined in the SoftPro Software License Agreement. All SoftPro software products are designed to ASSIST in maintaining data and/or producing documents and reports based upon information provided by the user and logic, rules, and principles that are incorporated within the program(s). Accordingly, the documents and/or reports produced may or may not be valid, adequate, or sufficient under various circumstances at the time of production. UNDER NO CIRCUMSTANCES SHOULD ANY DOCUMENTS AND/OR REPORTS PRODUCED BE USED FOR ANY PURPOSE UNTIL THEY HAVE BEEN REVIEWED FOR VALIDITY, ADEQUACY AND SUFFICIENCY, AND REVISED WHERE APPROPRIATE, BY A COMPETENT PROFESSIONAL.

3 Table of Contents ProForm... 4 Order... 4 General... 4 Order Contacts... 4 CDF... 4 Register... 4 Worklists... 4 ProTrust... 5 Pro SPAdmin... 7 Manager... 7

4 ProForm Order General SoftPro Select now supports Microsoft SQL Order Contacts Users who had the Tax ID/SSN field permission denied for order contacts were not always seeing the numbers masked; resolved Tax ID/SSN numbers are appearing masked for users who have the Tax ID/SSN field permission granted when opening orders with contacts created by a user who did not have the appropriate view permission; resolved CDF CDF Page 2 & 3: Formulas referencing custom fields were not being copied over from the template to a new order when there is no charge/amount on the line; resolved CDF Page 3: Interest and Late fee charges added were not calculating the Payoff Amount when no amount was entered in the Principal Balance field; resolved Users may now sort grouped amounts on the Order Transactions screen Some users were experiencing a null exception on TotalBuyerRealEstateTax error when saving CDF orders; resolved Construction Draw amounts were appearing in the calculation for Adjustments and Other Credits on the top of CDF Page 3, resulting in a manual modification of the Adjustments and Other Credits amount to resolve the save warning that the final cash to close amount didn t Register match the summaries of transactions cash to close amount; resolved An error was displaying when users had an order with a pending receipt and performed a ledger transfer into that order for the same amount as the pending receipt. Upon saving, users received the error, Row was updated or deleted by another transaction (or unsaved-value Worklists mapping was incorrect). Resolved Users without permissions to edit the Shared Work List were still able to edit the Work List name; resolved

5 ProTrust When creating a new Ledger, pressing the down arrow in the Trust Account field to select a Trust Account was highlighting the last Trust Account in the list, when it should highlight the first Trust Account in the list; resolved

6 Pro1099 The updated IRS FIRE Website address may now be accessed using the Open IRS FIRE button

7 SPAdmin Manager The Last Modified On date column was not sorting in chronological order in any Manager where this sort option was available; resolved Office Hours Manager: Updated to reflect holiday dates for new installations Groups were not able to uncheck the Do not display messages again checkbox on pop-up dialogs when they did not have permission to edit Notes. Users can now uncheck the Do not display messages again checkbox without having the Notes edit permission Users with permissions in ProTrust only, were able to view the ProForm ribbon; resolved