We have been trying to utilize some of the newer features of Act 2012. One of the key items we would like to utilize for our account managers to see breif summary of accounting details for each customer. We made the accounting integration link between ACT 2012 and Peachtree 2011, but for some reason it only seems to pull data from the previous fiscal year...nothing from the current year.
Along with that, the Peachtree tab seems to lock and show the same customer detail for each customer until you open and close the new customer detail a few times.
Would appreciate any insight on this issue....
