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Level 2

How do I move a name down the list of names on the list of Costumers?

I normally can drag a costumer's name up or down the list, but QB is now telling me I cannot move a name when the report is on flat "MODE" what does this mean?

Solved
Best answer 04-01-2019

Accepted Solutions
Anonymous
Not applicable

Re: How do I move a name down the list of names on the list of Costumers?

Greetings, @Rafael217,

 

Thanks for reaching out to the Community. I can share some information on how to modify your Customer's List view.

 

Based on the information you provided, it looks like you're currently using the Flat View in the Customer Center. You'll need to switch to the Hierarchical View to be able to drag your client names up and down. Let me guide you through the steps:

 

  1. Go to the Customers menu.
  2. Click Customer Center.
  3. Right-click anywhere on the customer names.
  4. Choose the Hierarchical View.
    bie.PNG
  5. Hit Yes on the prompt.

That should rectify the issue with your customer list, @Rafael217. Please update me on how it goes. I'll be around if you need further assistance with your concern. Wishing you continued success!

View solution in original post

Anonymous
Not applicable

Re: How do I move a name down the list of names on the list of Costumers?

It's nice to hear back from you, @Rafael217,

 

You are very much welcome with the steps. I'm glad I came across your post and was able to address your concern. If you ever have any other questions that I can help you with, feel free to mention me anytime.

 

I also appreciate your time visiting the Community today. Cheering you a productive week!

View solution in original post

4 Comments
Anonymous
Not applicable

Re: How do I move a name down the list of names on the list of Costumers?

Greetings, @Rafael217,

 

Thanks for reaching out to the Community. I can share some information on how to modify your Customer's List view.

 

Based on the information you provided, it looks like you're currently using the Flat View in the Customer Center. You'll need to switch to the Hierarchical View to be able to drag your client names up and down. Let me guide you through the steps:

 

  1. Go to the Customers menu.
  2. Click Customer Center.
  3. Right-click anywhere on the customer names.
  4. Choose the Hierarchical View.
    bie.PNG
  5. Hit Yes on the prompt.

That should rectify the issue with your customer list, @Rafael217. Please update me on how it goes. I'll be around if you need further assistance with your concern. Wishing you continued success!

View solution in original post

Level 2

Re: How do I move a name down the list of names on the list of Costumers?

Dearest Jen_D

I cannot thank you enough for your help and generosity with your time to write back to me and help me solve my issue. You are simple the very best. 

Thank you kindly. 

 

Rafael

 

Anonymous
Not applicable

Re: How do I move a name down the list of names on the list of Costumers?

It's nice to hear back from you, @Rafael217,

 

You are very much welcome with the steps. I'm glad I came across your post and was able to address your concern. If you ever have any other questions that I can help you with, feel free to mention me anytime.

 

I also appreciate your time visiting the Community today. Cheering you a productive week!

View solution in original post

Level 2

Re: How do I move a name down the list of names on the list of Costumers?

Dear Jen_D

 

Very kind of you to offer me to reach out for help in the future. I will definitely take your offer.

 

Best,

 

Rafael

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