When I send an invoice to a customer I'm finding that the incorrect contact name is showing on the email header. I have updated all of the information in the contact details and yet the old contact name keeps appearing. This has been an ongoing issue since the up grade to Business and seems to be completely ignored by MYOB. This means that I'm have to check and correct very time I send an invoice. Very frustrating.
Hi pippypip,
I completely understand how frustrating it must be to have to manually check and correct the contact's name every time you send an invoice, especially when you've already updated the contact details.
This issue may be linked to cached data, residual information from prior records, or even duplicate contact entries. It's possible that there's another contact entry with outdated information. Use the search function in your Contacts list to look for duplicates and merge or delete any unnecessary entries. And sometimes, browser caching can resolve the issue. Clearing your browser cache might help the system reflect the updated contact information.
Lastly, please make sure that after you update all necessary information, make sure to hit Save to ensure the changes are applied.
If the issue persists, it's best to reach out to our live chat support through our virtual assistant MOCA or submit a case via MyAccount. They'll be able to further look into the problem.
Regards,
Sai
I have done everything as requested and still not resolved.
Hi pippypip,
Sorry to hear that you're still having issues with your customer's name when emailing. Reaching out to our support team would be your best bet so they can dive deeper into what's causing the issue. In the meantime, you might want to check your email default messages settings. Here's a handy link to guide you through it.
Cheers,
Princess
