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Article ID: 4089

Subject: Requirements for Successful Transmission of a Canceled Property Record to CrestEDG

Last Modified: February 26, 2013

 

Applies to: Pro Gold i2 3.xx

 

Purpose: The Crest Single Entry reporting process has checks built into it that must be satisfied before a record can be canceled in CrestEDG.

 

Procedure: Actions required for reporting a property record as canceled for transmission to CrestEDG

 

          Step 1: In Crest Tab

 

-          Select the dropdown box of the Cancel Reason field and select the appropriate option

 

          Step 2: In Property Tab

 

-          Enter the date the transaction canceled in the OM Date field

-          Change the Property Status to Canceled

 

          Step 3: If the property is your listing, you must do the following:

 

-          Select the button to the right of the Property Status field

-          Select Yes to create a new property record (Creates a new listing record and transfers the marketing and showing data from the old listing record to the new listing record)

-          Click Save button

 

 

References:   Below is a link you can use to access Enhancement HelpNet Center resources, which includes the Knowledge Base Article (KBA) Library, Pro Gold i2 Documentation, and Training Webcasts:

 

http://secured.progoldi2.com/webcast.aspx

 

          The Enhancement HelpNet links are located on the right side of the web page.

 

Related articles: 4084, 4085, 4086, 4087, 4088

 

Keywords: Crest, Canceled, Status, Submission, 4089


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