Card not showing when trying to create a sale
Hi, We are currently setting up Accounright and are importing cards from a previous file but have found that although the cards are all showing in the card file and the data within the card is co...
Forum Discussion
Hi Steven_M,
Thanks for taking the time to reply, I ended up calling and 3 hours later we had to reset the file as I didn't have a back up due to it being new with no data except the cards in it. I was told that because I uploaded so many contacts (approx 14k) at a time it caused the issues. I don't buy it, the card files were extracted from another Accountright file so were formatted correctly, I just don't think they knew how to fix it but didn't matter to me as there were no transactions yet anyway.
Now just need to split the data up and see how we go!
Cheers
Daniel
Hi DanielB15
I can see that you just sent me a private message on this Forum with an example. I actually don't think there was anything wrong with the setup of those customers and the software is working as I would expect, as well as similar to mine.
With AccountRight, the Customer field in the Enter Sales window is not a partial search field, it's an exact search. So in your case, you had two cards both individual: lets' say "John Smith" and "Smith Robertson". The cards would be listed as "Smith, John" and "Robertson, Smith" in the Customer list. If you searched for "Smith" it would only find the Smith, John card, you would have to search for Robertson (or "Robertson, S") to locate that other card.
