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Article ID:      4273

Subject:        Verify Specific Entry Information of a Property Record

Last Modified:  November 18, 2013

Applies to:   Pro Gold i2 3.xx

Purpose:  Provide users instructions on how to identify specific entry information of a property record entered into the Pro Gold i2 database to confirm how and when it was entered.  This information can be useful in auditing MLS and/or user entry of property information. 

Procedure:  Listed below are the several steps which can be used to verify the specific entry information of a property record entered into the Pro Gold i2 database.   

•         Step 1:  Do the following to verify the most recent property record entered into the database:

-     Login to Pro Gold i2

-     At the Main Menu, select the Transactions option

-     Click the Work With Properties icon

-     Select the Property ID search by option

-     The property highlighted and listed at the top of the list will be the most recent property record entered

-     Click the Retrieve button to view the record

-     Can use arrow keys in upper right of property record to scroll through the property records

•         Step 2:  Do the following to verify how a property record was entered/imported:

-     Login into Pro Gold i2

-     At the Main Menu, select the Transactions option

-     Click the Work With Properties icon

-     Select search option

-     Enter search information and retrieve the appropriate record

-     The vehicle field is the box just above the SEO button in the bank of buttons on the right side of the property  tab of the record

-     The field will display certain values denoting how it was entered (e.g., MLS, ProGold / Super, etc...)

-     It will say MLS if from an import or if manually entered via Pro Gold it will display Pro Gold and the username used to enter the record (e.g., Pro Gold /Super, Pro Gold / Office Asst, Pro Gold / Trans Coord, etc…)

•         Step 3:  Do the following to verify when a property record was entered/imported:

-     Retrieve the property record

-     View date and time in the Created date field which is just below the Showing Notes field in bottom right of the property tab

-     It permanently displays the date and time the record was initially created in the database

•         Step 4:  Do the following to verify when a property record was last updated/saved:

-     Retrieve the property record

-     View date and time in the Modified date field which is just below the Showing Notes field in bottom right of the property tab

-     Displays date and time record was last updated/saved

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

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

Related articles:  N/A

Keywords:   Created, Entry, MLS, Modified, Property, Record, Search Screen, Username, Vehicle, 4273