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[quote user="Rolf"]This also allows the data copy checkboxes to remain in the desired state indefinately, I assume.[/quote] Definitely. When I had that option selected in account 1, after the copy, account 2 also had the option to copy data selected by default - it looks like the table settings are also copied over. [quote ...

[quote user="MikeB"]but then reverted.[/quote] Does it revert after a sync?  What are your conflict settings?  Under QuickBooks > Synchronize do you have this set to QuickBooks wins?  I changed my reps several times today and had no problems with the records reverting.  Do you have any custom actions which ...

Hi Chad, Thanks once again for the quick reply and helpful info. Of course this raises more questions. If I have understood you correctly, a table is copied over (with without its data, depenciing on the data checkbox) only the first time.  Once that table exists, It is not subsequently copied, nor is any of its associated data.  Since ...

[quote user="jpfiester"]I'd like to add the ability for my users to have an "Add New" option in the drop down list[/quote] This is pretty easy but you'll want to make sure you have a screen setup to edit that table.  The quickest way to have this screen pre-built for you is to use the automatically create a new ...

Thanks, I followed that procedure before (although I exported all fields - no matter, I only imported Sales Rep and RecordID) and it worked at the time, but then reverted. 1 question though: If Customer/Lead/Customer and Lead are all views of the Entity table, shouldn't I change the records in the Entity table and not in the Customer and ...

[quote user="MikeB"]Which table do I have to change? There's Customers, Customers and Leads, Entity, etc. I made the changes to the Customers table. Do I need to change all 3? Or just Entity?[/quote] Hi Mike,  I just want to clarify our table structure - Customer, Customer Lead and Customer and Lead are all views on the ...

I have some drop down lists that reference custom tables for lookup values. I'd like to add the ability for my users to have an "Add New" option in the drop down list that will allow them to add a new option, such as done already in several of the stock drop down lists. How might I go about this?  I suspect it has to do ...

[quote user="Rolf"]Is the order of copying screens relevant?[/quote] Not to my knowledge. [quote user="Rolf"]What happens if I forget to copy data with a table?[/quote] This can cause problems on your screens so I highly recommend you ensure that all tables with data you need to bring over have the option to copy data ...

Hi Rolf, I'm just doing a little testing before I reply back to you on this.  I'll post my response shortly! ~C

Some further clarification: I need the Sales Rep field for the Main Account contact in the Contact section of the customer detail screen to reflect my changes. I also need the new sales rep to be populated in a new invoice/sales order. Which table do I have to change? There's Customers, Customers and Leads, Entity, etc. I made the ...