37 Comments
- BlitzBooksCover User
Dear MYOB, we are losing faith in you.
- AdeleKayeContributing Cover User
It looks like people have been asking for the ability to make Individual the default since 2015 - over 6 years. When is MYOB going to listen to its customers?
- TrudiWContributing Cover User
What is the point of voting for anything? MYOB doesn't do anything their paying customers want anyway. It is a joke. Of course you should be able to set a default customer type, just as you should be able to email receipts. No wonder Xero is doing so well.
- AdeleKayeContributing Cover User
This would save me countless hours, and surely it wouldn't be a difficult feature to add.
This is a great time saving idea and one that should be considered. 99% of our clients are Individuals and its extra clicks we don't need, plus have to remember to do this as in the old system we had the option of changing the default. Please consider.
When I create a new customer, the "designation" box is always set to "Company" and I have to manually change this to "Individual".
As all my new customers are individuals, I would like a setting under preferences where I can make the default position be "Individual" for my company file.
Please consider this improvement.
with thanks
Bronwyn
- AdeleKayeContributing Cover User
It would save me many hours is we could set defaults for creating a new customer card. About 95% of our customers are individuals, yet the current default is Company, so each new card has to be manually changed. On the Selling Details tab, we always use the same Printed Form and Sale Comment - so I have to manually select these for every new customer. Also, on the History tab it would save a lot of time if the Customer Since could default to "today." We have 2,500 customers and I have to create 10-20 new cards per day.
- Caroline_VExperienced User
I agree - also to be able to "Copy from" an existing customer card would be good.
- parwemContributing User
I agree that it would be helpful to designate either company or individual when setting up the Company file or being able to change the default after setup. I note that this was raised in 2015 but it is still defaulting to Company in 2020. Are there any plans to change this? Thank you.
- Tom_HatfieldContributing Cover User
This request has been open for a long time, is MYOB ever going to address it, this is a major fault in the current version, since all of our clients are indivduales, not companies.
Tom Hatfield
mindDog.org.au
- TarmaCover User
Why has this feature still not been added?
Related Content
- 4 months ago
- 10 months ago