Partner Zone

Share your ideas for improving the new AccountRight. Vote on ideas and discuss them with the MYOB product development team.

Product Ideas

Card File: Copy/Duplicate existing card

Cover User

1Posts

63Kudos

0Solutions

1 Post
Cover User
Australia

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"

Current Status: Open
Last Changed: November 2013

Thanks for the idea Pitpatrol. Currently there isn't an ability to create a customer card from an existing supplier card. We would love to hear what others think about this. Please show your support with further votes and comments.

14 Comments
PFab1
1 Post
Cover User

We also have many customers who have different deilivery address and some that are suppliers and it would be awesome if we could duplicate their card instead of having to input the details again. Would have thought that this was a no brainer.

 

Crispair_Accts
4 Posts
User

Early versions of MYOB had this capability, can't imagine why it was ever removed, as well as the parent/child facility where you could have sub-cards under a card for companies with multiple outlets. Made it so much easier to keep things that should be related together.

Mortisha
Contributing User
6 Posts
Contributing User

I think cloning a card is a good idea.  we create a new card for an existing customer if its a new job number being used, as that is how our Directors can keep an eye on what the engineers are invoicing.

Kym__Yeoward
Ultimate Partner
1,689 Posts
Ultimate Partner

"Copy a card " was available in the Desktop version - AccountRight v. 19

 

Alas, it doesn't seem to have made it, to the Cloud version.