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Exit without saving

Last post 06-03-2014 4:16 PM by retrotel. 2 replies.
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  • 06-03-2014 11:37 AM

    Exit without saving

    Is there a way to exit a form without saving?  We have had problems with reps having sales orders or invoices open in method after they sync to QB.  In order to exit they have to save.  Sometimes, the form has been marked up in QB and the save process undoes the markup in QB.  How can we avoid this issue?

  • 06-03-2014 12:07 PM In reply to

    Re: Exit without saving

    Answer

    Hi retrotel,

    You should be able to clear the form by clicking on the More actions… button on the bottom of the screen, and then clicking Clear / New. This should work to clear all the fields on both the Sales Orders and Invoices screens.

    Hope this helps.

    - Justin

    Justin Henderiks
    Technical Sales Specialist
    Method Integration Inc.
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: j.henderiks@method.me
  • 06-03-2014 4:16 PM In reply to

    Re: Exit without saving

    Works great.  Thanks.

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