http://forums.method.me/cs/forums/13.aspxAsk technical support questions, how do I? Questions... Or anything else you want to know from the Method Team and other Method users.enCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/thread/4217.aspxThu, 02 Dec 2010 23:33:48 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:4217Method_Paul0http://forums.method.me/cs/forums/thread/4217.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=4217<p>RuggedNotebooks -&nbsp;thanks&nbsp;so much for helping.</p> <p>pdirect - RuggedNotebooks is bang on.&nbsp; The only thing I&#39;ll&nbsp;add is that you need to make sure that the User is assigned an Employee/Vendor. Do do this, go to Customize &gt; Users, edit the user, and make sure that in Step1 there is an employee or vendor chosen for this user, and that this employee is specified as a sales rep in QuickBooks.</p> <p>Paul</p>http://forums.method.me/cs/forums/thread/4214.aspxThu, 02 Dec 2010 23:17:04 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:4214RuggedNotebooks0http://forums.method.me/cs/forums/thread/4214.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=4214<p>Go into the customer grid options in the Edit screen and add the following to the default filter (or create&nbsp; new one for yourself)</p> <p><img src="http://i52.tinypic.com/2vmc1lg.jpg" alt="" /></p>http://forums.method.me/cs/forums/thread/4190.aspxThu, 02 Dec 2010 14:30:49 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:4190Method_Wayne0http://forums.method.me/cs/forums/thread/4190.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=4190<p>Hi - posting this on behalf of pdirect.&nbsp; Thanks.</p> <p>********************************************************************************</p> <p>I realized it shows all of the customers to each person.&nbsp; But if a rep is only assigned certain customers, is there a way to only show those customers?</p>