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External
Since: Aug 05, 2005
Posts: 34
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(Msg. 1) Posted: Fri Nov 30, 2007 11:03 am
Post subject: Customer list problems
Archived from groups: alt>comp>software>financial>quickbooks (more info?)
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Using QB 2007 with Windows XP. All updates applied......
In the customer center, View tab is set to "Active Customers" and option is
"Hierarchical View"
When adding a new customer, the new record is NOT being placed
alphabetically in the list. The new customer shows at the top of the list,
and remains there - even after logging out and re-opening the file. The list
can be re-sorted, of course, in single user mode. But our office is a
mult-user environment. Asking the billing agent, the bookkeeper, the office
manager and the LLC members to log out of QB in order that new customers
appear correctly in the Customer Center is a royal pain.
Has anyone any idea WHY new customers would not be placed sorted
alphabetically?
We did not have this problem in the past with QB 2006. |
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External
Since: Aug 26, 2006
Posts: 68
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(Msg. 2) Posted: Sat Dec 01, 2007 9:34 am
Post subject: Re: Customer list problems [Login to view extended thread Info.]
Archived from groups: per prev. post (more info?)
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"L" <lisaanne_quiltshatesspam.RemoveThis@hotmail.com> wrote in message
news:ctW3j.12$jV3.1@newsfe09.lga...
> Using QB 2007 with Windows XP. All updates applied......
>
> In the customer center, View tab is set to "Active Customers" and option
> is "Hierarchical View"
>
> When adding a new customer, the new record is NOT being placed
> alphabetically in the list. The new customer shows at the top of the list,
> and remains there - even after logging out and re-opening the file. The
> list can be re-sorted, of course, in single user mode. But our office is a
> mult-user environment. Asking the billing agent, the bookkeeper, the
> office manager and the LLC members to log out of QB in order that new
> customers appear correctly in the Customer Center is a royal pain.
>
> Has anyone any idea WHY new customers would not be placed sorted
> alphabetically?
>
> We did not have this problem in the past with QB 2006.
Even accounting applications costing tens of thousands of dollars require
only single user use in order to run certain functions.
>
> |
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External
Since: Aug 05, 2005
Posts: 34
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(Msg. 3) Posted: Mon Dec 03, 2007 3:55 pm
Post subject: Re: Customer list problems [Login to view extended thread Info.]
Archived from groups: per prev. post (more info?)
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"Allan Martin" <Allan.DeleteThis@BadBoy.com> wrote in message
news:lje4j.111$Fv.42@newsfe09.lga...
>
> "L" <lisaanne_quiltshatesspam.DeleteThis@hotmail.com> wrote in message
> news:ctW3j.12$jV3.1@newsfe09.lga...
>> Using QB 2007 with Windows XP. All updates applied......
>>
>> In the customer center, View tab is set to "Active Customers" and option
>> is "Hierarchical View"
>>
>> When adding a new customer, the new record is NOT being placed
>> alphabetically in the list. The new customer shows at the top of the
>> list, and remains there - even after logging out and re-opening the file.
>> The list can be re-sorted, of course, in single user mode. But our office
>> is a mult-user environment. Asking the billing agent, the bookkeeper, the
>> office manager and the LLC members to log out of QB in order that new
>> customers appear correctly in the Customer Center is a royal pain.
>>
>> Has anyone any idea WHY new customers would not be placed sorted
>> alphabetically?
>>
>> We did not have this problem in the past with QB 2006.
>
>
> Even accounting applications costing tens of thousands of dollars require
> only single user use in order to run certain functions.
>
True.
The complaint is not that "re-sorting" requires single user mode, but,
rather, that adding a new job to the customer list NO LONGER places the new
job alphabetically, as it did in past versions.
Given that the customer center is 'scroll' rather than 'drop down' selection
based, the fact that new customers are being placed improperly in the list
UPON CREATION is -- well -- a pain. >> Stay informed about: Customer list problems |
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External
Since: Nov 13, 2007
Posts: 29
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(Msg. 4) Posted: Mon Dec 03, 2007 4:11 pm
Post subject: Re: Customer list problems [Login to view extended thread Info.]
Archived from groups: per prev. post (more info?)
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L wrote:
> Has anyone any idea WHY new customers would not be placed sorted
> alphabetically?
>
> We did not have this problem in the past with QB 2006.
Maybe QB yielded to users' observations: "Since I'm adding a new customer,
you can presume I want to work with that customer. Why should I have to
scroll through 1500 existing customers to find it?" >> Stay informed about: Customer list problems |
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External
Since: Sep 15, 2007
Posts: 18
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(Msg. 5) Posted: Mon Dec 03, 2007 7:12 pm
Post subject: Re: Customer list problems [Login to view extended thread Info.]
Archived from groups: per prev. post (more info?)
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L wrote:
> "Allan Martin" <Allan RemoveThis @BadBoy.com> wrote in message
> news:lje4j.111$Fv.42@newsfe09.lga...
>> "L" <lisaanne_quiltshatesspam RemoveThis @hotmail.com> wrote in message
>> news:ctW3j.12$jV3.1@newsfe09.lga...
>>> Using QB 2007 with Windows XP. All updates applied......
>>>
>>> In the customer center, View tab is set to "Active Customers" and option
>>> is "Hierarchical View"
>>>
>>> When adding a new customer, the new record is NOT being placed
>>> alphabetically in the list. The new customer shows at the top of the
>>> list, and remains there - even after logging out and re-opening the file.
>>> The list can be re-sorted, of course, in single user mode. But our office
>>> is a mult-user environment. Asking the billing agent, the bookkeeper, the
>>> office manager and the LLC members to log out of QB in order that new
>>> customers appear correctly in the Customer Center is a royal pain.
>>>
>>> Has anyone any idea WHY new customers would not be placed sorted
>>> alphabetically?
>>>
>>> We did not have this problem in the past with QB 2006.
>>
>> Even accounting applications costing tens of thousands of dollars require
>> only single user use in order to run certain functions.
>>
> True.
>
> The complaint is not that "re-sorting" requires single user mode, but,
> rather, that adding a new job to the customer list NO LONGER places the new
> job alphabetically, as it did in past versions.
>
> Given that the customer center is 'scroll' rather than 'drop down' selection
> based, the fact that new customers are being placed improperly in the list
> UPON CREATION is -- well -- a pain.
>
>
Resort the customer list twice in a row. Should fix the problem. Don't ask
why, it is an Intuit product. >> Stay informed about: Customer list problems |
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External
Since: Feb 25, 2005
Posts: 179
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(Msg. 6) Posted: Mon Dec 03, 2007 7:58 pm
Post subject: Re: Customer list problems [Login to view extended thread Info.]
Archived from groups: per prev. post (more info?)
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"L" <lisaanne_quiltshatesspam.TakeThisOut@hotmail.com> wrote in message
news:ctW3j.12$jV3.1@newsfe09.lga...
> Using QB 2007 with Windows XP. All updates applied......
>
> In the customer center, View tab is set to "Active Customers" and option
> is "Hierarchical View"
>
> When adding a new customer, the new record is NOT being placed
> alphabetically in the list. The new customer shows at the top of the list,
> and remains there - even after logging out and re-opening the file. The
> list can be re-sorted, of course, in single user mode. But our office is a
> mult-user environment. Asking the billing agent, the bookkeeper, the
> office manager and the LLC members to log out of QB in order that new
> customers appear correctly in the Customer Center is a royal pain.
>
> Has anyone any idea WHY new customers would not be placed sorted
> alphabetically?
>
> We did not have this problem in the past with QB 2006.
Mine are being added alphabetically.
Are you in single or multi-user mode? I'm in single user mode. I wonder if
that makes a difference. >> Stay informed about: Customer list problems |
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External
Since: Aug 05, 2005
Posts: 34
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(Msg. 7) Posted: Wed Dec 05, 2007 8:06 am
Post subject: Re: Customer list problems [Login to view extended thread Info.]
Archived from groups: per prev. post (more info?)
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"Golden California Girls" <GldnCAGrls.DeleteThis@aol.com.mil> wrote in message
news:2aadnfSASZwkWMnanZ2dnUVZ_gmdnZ2d@championbroadband.com...
>L wrote:
<snipped>
>> The complaint is not that "re-sorting" requires single user mode, but,
>> rather, that adding a new job to the customer list NO LONGER places the
>> new
>> job alphabetically, as it did in past versions.
>>
>> Given that the customer center is 'scroll' rather than 'drop down'
>> selection
>> based, the fact that new customers are being placed improperly in the
>> list
>> UPON CREATION is -- well -- a pain.
>>
>
> Resort the customer list twice in a row. Should fix the problem. Don't
> ask
> why, it is an Intuit product.
>
Heh.. Did that last night when the rest of the office staff had left. And,
damn! It works now.
Thanks. >> Stay informed about: Customer list problems |
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External
Since: Sep 15, 2007
Posts: 18
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(Msg. 8) Posted: Wed Dec 05, 2007 8:06 am
Post subject: Re: Customer list problems [Login to view extended thread Info.]
Archived from groups: per prev. post (more info?)
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L wrote:
> "Golden California Girls" <GldnCAGrls RemoveThis @aol.com.mil> wrote in message
> news:2aadnfSASZwkWMnanZ2dnUVZ_gmdnZ2d@championbroadband.com...
>> L wrote:
> <snipped>
>>> The complaint is not that "re-sorting" requires single user mode, but,
>>> rather, that adding a new job to the customer list NO LONGER places the
>>> new
>>> job alphabetically, as it did in past versions.
>>>
>>> Given that the customer center is 'scroll' rather than 'drop down'
>>> selection
>>> based, the fact that new customers are being placed improperly in the
>>> list
>>> UPON CREATION is -- well -- a pain.
>>>
>> Resort the customer list twice in a row. Should fix the problem. Don't
>> ask
>> why, it is an Intuit product.
>>
>
> Heh.. Did that last night when the rest of the office staff had left. And,
> damn! It works now.
>
> Thanks.
>
>
Your welcome >> Stay informed about: Customer list problems |
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