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Subject Author Date
Customer list problems L 11-30-2007
Posted by L on November 30, 2007, 11:03 am
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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.



Posted by Allan Martin on December 1, 2007, 9:34 am
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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.


Even accounting applications costing tens of thousands of dollars require
only single user use in order to run certain functions.












>
>


Posted by L on December 3, 2007, 3:55 pm
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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.
>
>
> 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.



Posted by Golden California Girls on December 3, 2007, 10:12 pm
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L wrote:
>>> 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.


Posted by L on December 5, 2007, 8:06 am
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>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.



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