Welcome to the Calyx Software Message Boards where you can share ideas and solutions with other Calyx users! Calyx personnel including Tech Support, Development, QA, and Business Planning often visit these message boards unofficially to better understand our customers' needs. To submit your suggestions Click Here.
This discussion forum is a service provided by Calyx Software. Calyx Software does not endorse any particular point of view expressed in this forum or any information provided in it. The use of the information provided by other users in this message board is at your own risk.
Calyx Software Message Board
Home      Members   Calendar   Who's On
Welcome Guest ( Login | Register )
      



Moving Linked FilesExpand / Collapse
Author
Message
Posted 5/2/2007 2:37:43 PM
Supreme Being

Supreme BeingSupreme BeingSupreme BeingSupreme BeingSupreme BeingSupreme BeingSupreme BeingSupreme Being

Group: Forum Members
Last Login: 10/8/2008 8:13:28 PM
Posts: 126, Visits: 152
I can not find a way to move linked 1st and 2nd files from Prospect to Borrower without breaking the link. I always end up having to re-link them.

Is there a way to do this?

Thanks,

Post #5033
Posted 5/2/2007 4:14:00 PM


Supreme Being

Supreme Being

Group: Moderators
Last Login: 11/15/2008 10:00:24 PM
Posts: 835, Visits: 1,899
If you move the prospect file using the Move or Copy button in Point, you have to move both files at the same time. If you use From Prospect, you have to convert both prospect files to borrower then reestablish the link.  There's no other way that I'm aware of right now.

Bryan
Point Product Manager
Post #5038
Posted 6/10/2008 4:28:40 PM
Supreme Being

Supreme BeingSupreme BeingSupreme BeingSupreme BeingSupreme BeingSupreme BeingSupreme BeingSupreme Being

Group: Forum Members
Last Login: 10/8/2008 8:13:28 PM
Posts: 126, Visits: 152
...would still like to be able to move linked files between Prospect and Borrower without breaking the link.
Post #6788
« Prev Topic | Next Topic »


Reading This TopicExpand / Collapse
Active Users: 0 (0 guests, 0 members, 0 anonymous members)
No members currently viewing this topic.
Forum Moderators: Emmanuel Huna, Bryan Telford, Jason Beck, Mike Thompson, BetaFisch

PermissionsExpand / Collapse

All times are GMT -8:00, Time now is 5:16am

Powered by InstantForum.NET v4.1.4 © 2008
Execution: 0.297. 13 queries. Compression Enabled.
© 2005 Calyx Software. All rights reserved.