Fourlane CX Reset or Wipe Training

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Recap
Fourlane team members discussed the reset and resync functionality of the CX product, which allows customers to reset grid layouts and recalculate data if issues arise, such as miscalculations in customer totals or accounts receivable. They explained that Fourlane maintains backup copies of the database for 30-60 days, enabling clients to revert to a previous state if needed, and that a written request is required for a full database wipe and resync to ensure the correct data is being reset.

Key points
1. Customers can test the environment by doing a sync offline, and they pay for the monthly instance.
2. The product has a "reset grid layout" feature to restore the original order of the user interface.
3. The "resync data" feature allows re-tying data from the beginning, instead of just looking at recent changes. This should be done carefully, as it can temporarily cause data to get out of sync.
4. Resync is recommended to be done only by admins, during off-hours, and the first few times with Fourlane's assistance.
5. Fourlane maintains 30-60 day backups of the database, allowing customers to revert to a previous state.
6. Customers can request a complete wipe of the database to start fresh, but this requires written approval.
7. The wipe and resync process is less risky when the data is primarily in QuickBooks, as it can be re-pulled from there.
8. Fourlane aims to provide self-help options for resetting and troubleshooting, unlike some other software.
9. Customers can initially sync data to test the environment without connecting to QuickBooks, then resync when ready.
10. Fourlane will be strict about the wipe and resync process, to ensure they understand exactly what the customer is requesting.
Visit https://www.fourlane.com, call us at 1.800.931.2120, or email us at [email protected] today.

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