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I find the 'Show Summary' for a screen to be very useful when performing customization.  I have noticed, though, that grid action sets are not included in the summary.  I suggest adding the grid actions to the screen summary. ~V

Well, no luck there either with eliminating the spaces. I'm at a loss

So I updated without the spaces at the end of the sales reps and I'm waiting for the sync. Incidentally, in Resolve Confilcts, I get this message for a single record at the update time: "QuickBooks returned an error when adding/modifying a accEntity record. The error was: There was an error when composing an address in "". ...

Well, sync is updated and the changes didn't take.

Keeping the 5 spaces appears to have worked, but then, I'll have to wait for synchronization. As stated earlier, in the Quickbooks tab, the most recent "Changes Only" synchronization time is 6:04PM, and the most recent "Push" time is 6:18PM. But I updated at 6:22 PM so we'll see when those times pass my update time. ...

More details: When I ook at the "Contact" field on the new activity screen, I see the following filter is applied: "SalesRepRecordID is one of in value from session SharedListSalesRep" To refresh - the 3 fields shown in this dropdown are: Name via ContactsName CompanyName EntityType As an admin, I can log activities ...

[quote user="MikeB"]Could that be the issue? Do I need to add 5 spaces after every revised sales Rep ID>[/quote] You could try that but I really don't think that's the issue here.  Let me know if adding that did anything. ~C

[quote user="LaCrews"]A more cost effective but manual approach would be to have the actions occur when somebody logs in and triggers an on screen load event.[/quote] Just wanted to post up that this solution would work good for you - thanks LaCrews!. We have a date difference action to help you compare 2 dates. ~C

Thanks for the additional detail - I need to review a few things around roles before replying back to this thread.  I have not played with the role feature enough to give a good answer on this one yet. ~C

[quote user="jpfiester"]Everything else is working as expected.[/quote] Good to hear - let me know if you have any other questions around this. ~C