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