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| | | Forum Newbie
Group: Forum Members
Last Login: 5/1/2006 10:52:08 AM
Posts: 3, Visits: 3 |
| | Hello, At my office we haven't been opening a client up as a Prospect because our date entry person says that when she makes the switch to Borrower, our company default info gets erased in the process.. suggestions, comments, work-arounds? TY, ms_desiree
Loan Princess |
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Junior Member
Group: Forum Members
Last Login: 8/25/2006 9:33:58 AM
Posts: 16, Visits: 2,076 |
| Howdy — I just tried various methods of converting a Prospect to a Borrower and I didn’t encounter anything out of the ordinary. So that I can reproduce the issue, please ask your data entry person a few questions:
- How is she converting Prospects to Borrowers?
- In Utilities → Company Defaults → Company Info, is “Manually enter company information…” checked?
- Is she working in Point on a standalone computer or on a network?
- What version of Point is she running?
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S. A. Chula / Calyx QA |
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Forum Member
Group: Moderators
Last Login: 10/2/2006 4:26:56 PM
Posts: 33, Visits: 118 |
| | The Company Defaults are stored per data folder. So if during the process of converting to a borrower she is also moving the file to another data folder then the company info get's overwritten with the Company Defaults > Company Info for the new (current) data folder. I just did this using a plain borrower file. Create borrower in first data folder. (Acme company) Save as to another data folder. (Consolidated Mortgage) Note the company info in the bottom of Loan Application page 4 now shows Consolidated Mortgage not the original Acme company. Check that Utilities > Company Defaults > Company Info has the right values for all of your data folders. Please let us know what the issue is when you find out. |
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