Forum Discussion
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.
- Leneth_A12 months agoMYOB Moderator
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