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@Kvera - you shouldn't have to edit the table properties to add a new sales rep.  I guess the bigger question is, have you linked this to QuickBooks yet?  If not, that's the first step.

Okay so I did some digging around and when I go to the Customize > Table/fields > SalesRep and choose SalesRep to edit, it brings a screen that has the names of all the fields on the table Sales Rep, however the SalesRepName is underlined in blue, and when I hover over it I get the following message "Displaying fields from the FullName ...

[quote user="kvera"]This is the error I get when I go to the Sales Rep Tab under the Quickbooks drop down where you said[/quote] I can generate that error if I type in a Name instead of selecting one from the list.  If you use the arrow and select a sales rep from the list (and type in the initials) you shouldn't receive ...

[quote user="wmcfall"]When we do a search on a tablet it will not initiate a search using an Android tablet signed in to the regular site (since the mobile site search return errors)[/quote] Search on Mobile devices is currently logged as an issue and I'll follow up on the forums once this has been resolved. [quote ...

As we continue to try and use Method on different mobile devices we continue to see the following issues on Android tablets and phones When we do a search on a tablet it will not initiate a search using an Android tablet signed in to the regular site (since the mobile site search return errors) The follwing tasks were attempted on an ...

This is the error I get when I go to the Sales Rep Tab under the Quickbooks drop down where you said: Error on Save. The SalesRepName DropDown containing Tony Larson, is not a selectable value. Additional Information Action Sequence Order:4 Now what??   Thanks

[quote user="richard@skoosh"]is there anyway we get the bill to address fields to auto complete from the primary customers bill to details.[/quote] You would have to customize this but you can use a retrieve value from table and pull in the primary customers bill to fields and then use an enter value into field on screen to ...

[quote user="kvera"]or don't have the correct permissions on the user that was created for me[/quote] If it's a permission problem then the admin user can grant you access to this tab group by going to Customize > Tab Groups and clicking Edit... on the QuickBooks tab group.  The first step here will allow you to grant ...

[quote user="s.white"]Is there a way to tell me what actions are fired when you click the "close" button on the Export popup window?[/quote] There are no action fired when you click that close button so I'm not sure what's happening on your page.  I just tested a customer grid based on the info you gave me above ...

[quote user="kvera"]but I still cannot find where you are add the sales rep names so that they will show up in the drop down.[/quote] Hi Kvera, Tab groups is our term for the drop down menu to the left of your username (located top right).  In this drop down you should have an option for QuickBooks.  Once you switch tab ...