Forum Discussion

Braden's avatar
Braden
Experienced Cover User
2 months ago

MYOB Online missing customers in the drop down box of the sales /invoices screen

When I go to search for a customer in the drop down box on the sales/invoices screen some customers are missing.  I tried typing the cutomers name in the box and it still doesn't appear. 

 

Hoping someone can help?

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator

    Hi Braden

     

    Depending on the number of contacts you have in your MYOB Business the selection list may not load the full list. However, you should be able to type in the required name or the first few characters of the name for it to appear. For example, say the name was "Smith, John", you should be able to type in "Smi" for it to appear. In addition to that, you can check if the customer card is still active. To check it using the web browser, go to Contacts > Change the Card type to Customer and click the customer name to check if it's still active. If the customer name is not showing up, tick the "Show inactive". Feel free to post again if you encounter any issues.

     

    Best regards,

    Doreen

    • Braden's avatar
      Braden
      Experienced Cover User

      Hi Doreen,

       

      Thank you for your suggestion.  The customers are active.  Unfortunately, when I start typing the name and options show up, the name I want does not show.  This happens about 1 in every 5 customers online.  It does not happen in the PC version. 

       

      I still have issues...

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator

    Hi there Braden

     

    If you're still having issues with customers not showing up from the drop down even after you have entered their name manually, I highly suggest getting in touch with our live chat as the issue may require further investigation. To get through to a live chat agent, you will need to get in touch first to our virtual assistant, MOCA through myob.com/support. Don't worry, if MOCA can't provide the help you need, our live chat team is just around the corner to pick up from where MOCA left off.

     

    Best regards,

    Doreen

    • Braden's avatar
      Braden
      Experienced Cover User

      MOCA was useless. How do i find live chat?

      • Princess_R's avatar
        Princess_R
        MYOB Moderator

        Hi Braden,

         

        Sorry for replying so late. To connect with our live chat team, you can head over to http://myob.com/contactus and click the purple speech bubble (lower right-hand corner) to open MOCA. From there, type in "get help from a support agent," and this will give you a link to open a live chat.

         

        Feel free to get in touch if you need more help.

         

        Cheers,

        MYOB