Method Community

I'm not seeing changes in the following situations: Creating a sales order for Customer:Main Account Going into the customer main page, going to the Contacts section/tab, selecting Main Account and going to the detail page for the Main Account job type for that customer. In both cases, the original sales reps are still there. My ...

[quote user="MikeB"]This is really frustrating.[/quote] I'm a bit stumped on this one - where are you not seeing the change?  For example, if you're just changing the sales rep on the customer records and you trying to see the changes on an invoice, you won't.  You may need to update another table depending? ~C

Ok, that worked. Thanks for the tip on the max num of rows.

Thanks. That's exactly what I needed and it worked great.

Well, after waiting until 2:57 and pressing the Sync Changes button, the sync time ended up being 2:26PM. I think it's set to check every 60 minutes. So, first off, the manual sync doesn't seem to work. And my Sales Rep changes were no longer there. I exported the Customers and Leads table and checked a few customers manually in Method ...

[quote user="MikeB"]I hope when the sync actually does happen that the changes will remain.[/quote] There's no reason why they wouldn't.  I flipped my sales reps several times today and they sync'd to QB everytime. Post back up your results. ~C

I went through the steps, which I'm pretty sure I went through last time and which led to a successful update last time. Looking at some accounts in Method, and exporting the Customers and Leads table,  see the changes are there (just like before). But when I do a Changes Only Sync, the time doesn't change. It should read 1:32 or ...

[quote user="Method_Chad"]I believe you just need to copy a screen that has that report but I'll verify.[/quote] Confirmed - when you copy a screen with a generate report action (with your custom report) then it'll come over in the copy. ~C

[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 ...