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April 11, 2025
Question

saving data

  • April 11, 2025
  • 1 reply
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My associate has found instances where information that she's entered into a customer's account (either into the editable data fields of a customer's profile, or the Notes section), has not been saved - as if she hadn't entered it at all, or had hit the "CANCEL" button, rather than "OK" to exit the account.

 

She has also periodically experienced a customer account inadvertently getting changed to "INACTIVE" immediately following her exiting the account. 

 

Has anyone had a similar experience?

 

Note: She's used QB for years and tends to use keyboard strokes (i.e., TAB and RETURN keys), rather than moving the cursor with the mouse (as I do). So, I'm wondering if this could possibly be causing an issue as she is speedily key-stroking - somehow "double-clutching" an simultaneously activating the CANCEL button (erasing her data input), or ticking the INACTIVE box. 🤔 🤔

 

 

1 reply

FishingForAnswers
April 11, 2025

@romad  "So, I'm wondering if this could possibly be causing an issue as she is speedily key-stroking - somehow "double-clutching" an simultaneously activating the CANCEL button (erasing her data input), or ticking the INACTIVE box."

 

It's possible; while the Enter key does not necessarily activate buttons or checkboxes, the space bar always will.