On the Recurring Transactions page why isn’t there a Customer column?

Tracey222

Hi,

 

I'm new and perplexed by why there isn't a Customer column on the recurring transactions. I want to see whom is set up at a glance, can I add a Customer column to the layout?

 

I can't even search on that page by a customers name? Am I missing something?

 

Thanks in advance.

 

Tracey

Isaiah_C

Hi @Tracey222,

 

You're not missing anything. There's no customer column or search by customer name on the Recurring Transactions page. A quick tip: try adding the customer's name in the transaction name or description to make it easier to spot.

 

Here's a link for more info: Setting up recurring transactions.

 

Regards,

Sai