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Client record has disappeared from some areas... Expand / Collapse
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Posted 5/15/2006 3:57:13 PM
Supreme Being

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Last Login: 10/1/2007 10:04:58 AM
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One of our technicians was editing a new client record that he had just finished importing from Quickbooks.  He accidently clicked on the 'Save and New' icon.  As it should, the new client's record closed and a new blank client record appeared.  Instead of clicking on 'Exit' he accidently clicked on the 'Delete' icon.  The new record was deleted and so was the client record he had saved... we thought, because when we looked through the client list (Clients>Clients) the record he had edited it was gone.

We double-checked to be sure there were no filters on.  There weren't.

Assuming the record was erased, we opened the QBI module to reimport the client and received a warning the client record already exists so we didn't continue.

At that point we had everyone log out of the program, their computers, and we shut down the server.  We started back up, logged in, reopened the client list but the client record still did not appear in the list.

We then created a new work order to see if the client record would appear in the drop-down list and discovered it did.  We also discovered while in the work order, if we click on the 'Client' button we can edit, and save the client record but the it still does not appear in the client listing.

Any suggestions on what we can try next?

Thanks,

Bob

Post #1290
Posted 5/15/2006 4:02:31 PM
AyaNova Sales & Support

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Last Login: Yesterday @ 4:59:45 PM
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Hi Bob

I will attempt to recreate what happened, and then identify why from there.

Are you using the default stand-alone installation, network Firebird or SQL Server configuration?

Are you running AyaNova v3.1.7

Are you running QBI v3.1.4

What country and version and year of QuickBooks is bring run?

Thank you

- Joyce

AyaNova Sales & Technical Support
http://www.ayanova.com
Post #1291
Posted 5/15/2006 4:16:40 PM
Supreme Being

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Last Login: 10/1/2007 10:04:58 AM
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Oops...

Network Firebird on a Win2K box

AyaNova version 3.1.7 on all computers

QBI version 3.1.4

USA, QuickBooks Premier Edition 2003 R10P

Thanks,

Bob

p.s  we rarely need to use it but your technical support is excellent!

Post #1292
Posted 5/15/2006 4:30:56 PM
AyaNova Sales & Support

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Hi again Bob

Thank you.

I've got a computer here set up the same, but the client record that was clicked on with Save & New still displays in the Clients grid. I'm not able to reproduce with my data.

Can you confirm the following:

  • In the Clients navigation pane, in the Clients grid, confirm the column Clients is the furtherest most left hand column so that the grid sorts on this column.
  • Click Refresh
  • Double-check again that the client shows or not.
  • If not, can you run your snapshot batch file to create a AYANOVA.FBK snapshot, zip it up and send directly to support@ayanova.com along with the manager username and password, and the full Client name of this client.
  • I will restore it, and then check the database as to what is happening.

Thank you

- Joyce

AyaNova Sales & Technical Support
http://www.ayanova.com
Post #1293
Posted 5/16/2006 5:05:42 AM
Supreme Being

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Last Login: 10/1/2007 10:04:58 AM
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It is in the lefthand-most column.  We tried refreshing and moving other colmuns but the record doesn't come back.

We'll send the file.

Thanks,

Bob

Post #1296
Posted 5/20/2006 9:10:01 AM
Supreme Being

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Last Login: 10/1/2007 10:04:58 AM
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First I want to thank Joyce for devoting all of the time she spent working with me to resolve this problem.

 

Although we did not find out exactly what prevented the customer from appearing in the Client Grid, when we went through the troubleshooting process the client reappeared.  It was a “Hiccup” for sure.   To be specific, after we performed a GBAK ‘backup’ using the networkFirebirdsnapshot.bat file, we then reopened AyaNova, looked at Client Grid, and client record appeared in the list.  This just emphasizes the importance of ‘backing up’ even more.

 

I really appreciate all the extra time Joyce spent working with me, up and beyond the call of duty, trying to get to the bottom of this.  Your outstanding Support should be used as a model for anyone in the service business, and again, I thank you!

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