Remote TS and duplicate client problem

This issue came up before, but it's turned into a problem...

 

We're using TS2009 (my computer) and TSRemote Plus in a small office.  One of my attorneys added a client to his Remote TS, and I had a bunch of problems with it, so I CLOSED the bad one and created a new one on my computer.  The Nickname1's are almost, but not quite, identical.  The problem is that now when we exchange databases, I'm NOT getting the slips for this client, and the attorney keeps NOT getting the client data loaded into his database.

 

So, two questions:

 

1.) What's going on?   (I would have figured that the NEW version of the client would have some internal ID number or something that would just "go" to the remote without question, but now I'm curious about how it works and why what I did isn't working.)

 

2.) How do I fix it?  (i.e., get the new client into the Remote TS database and get his slips into mine)

 

-laurie

Parents
  • mja,

     

    (Well, after leaving my reply window open for about 3 hours and spending at least 30 minutes composing a reply, I got an "authentication error" and completely lost my long, long reply!!)

     

    I'm afraid that I wasn't exact enough about my process.  By "exchanging" info with my remotes, what I meant is this:

    • My computer has the main Timeslips 2009 database, and the database files are on my computer (not on our network, not on our server, and not accessible by anyone else).
    • My four co-workers are using Timeslips Remote 2009 Plus (or Pro or whatever) on their computers and laptops.
    • When it's time to "exchange" information, they do "File --> Send" and put their .xfr file on our server.  Each person uses a different directory (folder) and each person uses their name as the filename.  They always use the same filename, so they always just write over the file that was there from the last time.
    • When they've told me they're ready, I do a "File --> Remote --> Exchange with Remote" and find their file on the server.  I leave ALL of the check boxes checked every time.  My file writes over their file.
    • When they know that I'm done, they do "File --> Receive" and again go and find the same file.  (They are, in the meantime, keeping backup files of their own databases in the default location that Timeslips uses, and include the date in it, so they have multiple backups.)


    I would have expected that this would result in me getting their time slips (I enter all of the expense slips), and them getting all new and updated information from me (clients, client references, rates, etc.).  What was surprising so far is:

    • Once I get a slip from them, that's it.  If they update it later, I don't get their changes.  (Scary.)
    • If I update a client, they seem to get the changes but not deletions.  For example, I changed a client's address by changing one line of the address and deleting another.   They got the change, but the deleted line didn't get deleted in their database.
    • And, finally, this situation where the attorney who created the "bad" client hasn't gotten the replacement that I created.  I closed his original client, then created a completely new client.  The Nickname1's had the same first 12 characters, but that's it.  The attorney HAS since gotten another new client that I added to the database, so it just doesn't make sense to me that he didn't get the other one.


    I understand what you're saying about the attorney's TSRemote not "getting" the Closed client, and see how your suggestion of reopening it, giving it a new name, etc. may work.  I also see why you went to the naming convention for "closed" clients and the like.  It makes a lot of sense.

     

    Thanks, again, for your great explanation and suggestions!

     

    -laurie

Reply
  • mja,

     

    (Well, after leaving my reply window open for about 3 hours and spending at least 30 minutes composing a reply, I got an "authentication error" and completely lost my long, long reply!!)

     

    I'm afraid that I wasn't exact enough about my process.  By "exchanging" info with my remotes, what I meant is this:

    • My computer has the main Timeslips 2009 database, and the database files are on my computer (not on our network, not on our server, and not accessible by anyone else).
    • My four co-workers are using Timeslips Remote 2009 Plus (or Pro or whatever) on their computers and laptops.
    • When it's time to "exchange" information, they do "File --> Send" and put their .xfr file on our server.  Each person uses a different directory (folder) and each person uses their name as the filename.  They always use the same filename, so they always just write over the file that was there from the last time.
    • When they've told me they're ready, I do a "File --> Remote --> Exchange with Remote" and find their file on the server.  I leave ALL of the check boxes checked every time.  My file writes over their file.
    • When they know that I'm done, they do "File --> Receive" and again go and find the same file.  (They are, in the meantime, keeping backup files of their own databases in the default location that Timeslips uses, and include the date in it, so they have multiple backups.)


    I would have expected that this would result in me getting their time slips (I enter all of the expense slips), and them getting all new and updated information from me (clients, client references, rates, etc.).  What was surprising so far is:

    • Once I get a slip from them, that's it.  If they update it later, I don't get their changes.  (Scary.)
    • If I update a client, they seem to get the changes but not deletions.  For example, I changed a client's address by changing one line of the address and deleting another.   They got the change, but the deleted line didn't get deleted in their database.
    • And, finally, this situation where the attorney who created the "bad" client hasn't gotten the replacement that I created.  I closed his original client, then created a completely new client.  The Nickname1's had the same first 12 characters, but that's it.  The attorney HAS since gotten another new client that I added to the database, so it just doesn't make sense to me that he didn't get the other one.


    I understand what you're saying about the attorney's TSRemote not "getting" the Closed client, and see how your suggestion of reopening it, giving it a new name, etc. may work.  I also see why you went to the naming convention for "closed" clients and the like.  It makes a lot of sense.

     

    Thanks, again, for your great explanation and suggestions!

     

    -laurie

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