Is it possible that with an existing card such as a supplier to be also a customer without imputing their details again?
"Creating a new card file with an existing cards details"
Hi
I operate contra accounts and find it a pain to have to enter a customer and then re-type all the details once more in the supplier card.
It would make since if you could duplicate the card with out having to export the detail's and then upload them again...
One simple way would have a function that ask is this a contra account? if you tick yes it automatically duplicate the card in customer and supplier...
Cheers
"Duplicate/Copy Card"
I have on my card file many Customers who are also Suppliers and think it would be a great idea if we could duplicate the information from one card to create a new card
Any thoughts as to why/why not?
I agree! Although most of our duplicates would no longer be required if we could do an electronic payment of a refund to a Customer card.
Totally agree, i have heaps like this, it would be very handy
A customer has brought from us and we have set a customer card in purchases. Now we are buying from them. It seems that I have to enter a new card of this customer on a new card even though we have all there details. Is it possible to duplicate cards.
