I received an 'Invalid prospect code HALTON on History Quote 2457' error after running DataCare. After checking, it seems that it was a quote for a prospect that was moved to history (we didn't get that job). Since then he has become a customer and was transferred over.
Is the only way of clearing the error either create a prospect file for him again (sort of defeats the purpose of transferring), or copying the quote(s) back from history, changing it from prospect to customer, and then copying it back to History? This doesn't enthuse me either. Lot of work for one quote but what if there had been eight or ten?? And if I'm maintaining a history, he wasn't a customer when that quote expired.
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Mike Smith
Viktorian Sheet Metal Mfg Inc