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To clarify, I already have the button with the uncheck of the "Wait For Sync Approval" action. I just need to add the email action with (hopefully) some customization.

I would like the following mechanism to be in place for sales orders (ie. our customized Invioce screen): - A "Submit Order" button that notifies head office when a sales rep finalizes an order. I alread have inserted an action to uncheck the "Wait For Sync Approval" checkbox, but I'd like this ...

Is it possible to add a document/attachment field in the Customer Edit screen (say, in a Documents section?) Thanks

Is it possible to set the default filter on the Documents List screen to "Shared Documents"? If so, how?

Actually, this particur rep has a Sales Rep Type of "Employee" (I'm not sure why - I didn't set it up). All other sales reps have an employee type of "Other Name" Is this a problem?

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 ...