Customer list problems

Nov 30, 2007 7 Replies

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.

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?"

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.

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

Join the Discussion

Have something to add? Share your thoughts — no account required.

Didn't find your answer?

Ask the community — no account required