Thank you for just telling me what I already know.
You haven't answered the question, which is whether the default can be changed.
Hi DanielleGW
Thanks for the update. Apologies for the delay in getting back to you.
You may try to change it in the customer card by going to Card file >> Cards List >> choose the Customer card >> then change the Designation to Individual >> Click OK.
Please don't hesitate to post again if you need help in the future.
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
Cheers,
Leneth
I know how to change it for individual cards.
I'm asking to set the default to "Individual" from "Company" for Customer Cards instead of having to change it each time we enter a new customer who more often is not a company.
Hi DanielleGW
In this matter, the default is Company and you need to change it every time you will be adding a card file for a customer. As of now, we don't have the feature in AccountRight to set the default to Individual from Company for customer cards.
I would suggest posting these functions that you would like to see implemented into the system on our AccountRight Idea Exchange Board.
Please let me know if you need further help.
Cheers,
Leneth
Leneth,
It's been on the suggestions board since 2015!!
Good to see that MYOB takes things on board in a timely manner.
Hi DanielleGW
We're always interested to hear how we can improve your workflow. All these feedbacks are monitored by the developers team and will be added in the product roadmap based on feature request. Thanks again for your patience, it is greatly appreciated.
Please don't hesitate to post again if you need help in the future.
Cheers,
Leneth
