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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

[quote user="Denice"]Any tips?[/quote] At this point you can view your invoice from the Invoices tab link either from the Field Service Center or Customers tab.  While viewing the invoice you can Save & Email button to send this invoice to the client.  The email will contain a link to login to your portal which will allow ...

I noticed that the exported sales rep IDs have 5 blank spaces after them in Excel. I'm sure that my revised sales rep IDs did not have those spaces, as I typed them in and pasted copies of my entries in various rows. Could that be the issue? Do I need to add 5 spaces after every revised sales Rep ID>

Actually, she has some sharing permission, but I'm not sure that is the issue. She can't see her own employee entry in the contact list. Maybe it's a Role issue?

[quote user="MikeB"]it appears to be restricted from her view. Is there a way to fix this?[/quote] She probably doesn't have permission - click Customize > Users and click edit beside her username.  Click next several times to step 6 and you'll want to adjust the access to shared records - I believe she probably has ...