new user on windowns 7: customer and invoice disappear

[Monica Grover]

Hi Derek,

Appreciate your response. For now I am unsubscribing from this mailing list.

----- Original Message -----
From: Derek Atkins
Sent: 02/22/13 10:19 AM
To: Monica Grover
Subject: Re: new user on windowns 7: customer and invoice disappear

Hi, "Monica Grover" <monica.grover at usa.com> writes: > Hi Derek, > > Sorrry, I didn't realise I didn't CC gnucash-user. > I think your replies clear the issues for me. > > However, it is scary that this bug/unintuitive interface exists. I'm not sure > if I'll continue to use this. As I said, the defaults should always do what you want provided you never change/touch the "active" button either on the customers/invoices or in the search dialog. I'd be very surprised to learn that it is no longer the case. I believe the only bug is the label on the checkbox in the "find" dialog. However I admit that I'm not regularly using the 2.4 code with the business features these days (my business is still using 2.0.x, and I don't have many invoices anymore). > It is possible I chose wrong time to download it and recent release caused the > bug or may be it is just broken on windows. Unlikely. It's the same code on all platforms, so it's not going to be a windows-specific issue. I think it's just a 'bad label'. > May I ask how long you have been using this software and what platform ? How > has been your experience ? My business file was started in 2001 or 2002 (I'd have to look, which requires logging into a different system). My personal file was started in 2007 (I looked). In all cases I use a Linux desktop. > Most opensource comes with no warrenty but are more reliable than paid > versions. Indeed, and you tend to get improved technical support as well ;) > thanks > Monica -derek > ----- Original Message ----- > > From: Derek Atkins > > Sent: 02/20/13 11:33 AM > > To: Monica Grover > > Subject: Re: new user on windowns 7: customer and invoice disappear > > > > Hi Monica, > > Please remember to CC gnucash-user on all your replies using your > mailer's reply-to-list or reply-all functionality. This will keep other > people in the loop who also might be able to better answer your > question. > > "Monica Grover" <monica.grover at usa.com> writes: > > > Hi Derek, > > > > I don't see an "search inactive" check box. I do see "search only active data" > > Once I check that and hit "Find" , it takes me to next screen. Hitting Find > > again shows the customer. > > Same results with Invoice. > > Is this the best way to view records ? It seems that default option should be > > to show all data. > > Hmm, I think that field is mis-labeled in the UI. At least when it was > first implemented the default search only searched through Active items, > so that flag was to enable searching of inactive items as well (to > search history). The reason is that you wouldn't want to search through > your history of potentially thousands of (old) customers or invoices > automatically. > > I'm not sure why you have to hit find twice. But one thing to check is > whether you have the "Active" field checked or unchecked in your > Customer. Is the "Active" checkbox checked or unchecked in your > Customer (and Invoice)? > > > Also the check box seems to be named incorrectly - should be called "search > > for active data too". > > I agree it is probably named incorrectly -- or somehow the default got > changed in the interim. > > > am I missing something ? Is the customer inactive on creation ? that also > > doens't seem like a good default option. > > No, a Customer and Invoice is absolutely "active" by default. You would > need to manually remove the checkbox to make it "inactive". The point > of that flag is to specifically hide the Customer or Invoice from the > default search when you are done with it. It's all supposed to work > seamlessly. You create something new and it's automatically 'active', > and the default search would show it. Only if the flag gets changed in > the Customer or Invoice would you have to also change the flag in the > search to view it. At least that is how is it SUPPOSED to work. > > > Is there any way to feed this back to developers ? > > File a bug report in Bugzilla. See > http://wiki.gnucash.org/wiki/Bugzilla for more information. > > But before you do, please verify that your Customer and Invoice are > marked "Active". > > > thanks > > Monica > > -derek > > > > > ----- Original Message ----- > > > > From: Derek Atkins > > > > Sent: 02/19/13 01:29 PM > > > > To: Monica Grover > > > > Subject: Re: new user on windowns 7: customer and invoice disappear > > > > > > > > Monica, > > > > "Monica Grover" <monica.grover at usa.com> writes: > > > > > Hi , > > > > > > I have just downloaded and installed gnucash - so please bear with me if this old question. > > > I created a Customer but the "find" menu form shows blank if I enter "." in text field. > > > I was able to see it after a few tries and created an invoice. > > > Then I had same trouble with both customer and invoice. > > > Maybe I am doing something silly - I tried repeatedly and only once it showed up. > > > > Did you, perhaps, mark the customer as InActive, by clicking away the > > "Active" checkbox? (same question for the invoice?) > > > > You can click on the 'search inactive.." checkbox on the search dialog > > to search for your inactive customers and invoices. > > > > If this STILL doesn't show up -- perhaps you accidentally created > > multiple data files by opening a backup file instead of your main data > > file? > > > > > Monica > > > > > Please remember to CC this list on all your replies. > > > You can do this by using Reply-To-List or Reply-All. > > > > -derek > > > > -- > > Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory > > Member, MIT Student Information Processing Board (SIPB) > > URL: http://web.mit.edu/warlord/ PP-ASEL-IA N1NWH > > warlord at MIT.EDU PGP key available > > > > > > > > -- > Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory > Member, MIT Student Information Processing Board (SIPB) > URL: http://web.mit.edu/warlord/ PP-ASEL-IA N1NWH > warlord at MIT.EDU PGP key available > > > -- Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory Member, MIT Student Information Processing Board (SIPB) URL: http://web.mit.edu/warlord/ PP-ASEL-IA N1NWH warlord at MIT.EDU PGP key available