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

AccountRight

Card File: Designation default to be Individual not Company

Experienced Cover User

46Posts

60Kudos

0Solutions

46 Posts
Experienced Cover User
Australia

Most of our Customers are individual so everytime I create a new customer (multiple times a day) I have to manually change the Designation. An opportunity to set Individual as the default would be an advantage

 

"Re: Change from Company to Individual as default on Customer card information"

Current Status: Open
Last Changed: May 2015

Hi @WattsBros

Thank you for your idea in regards to AccountRight and card designation. 

Currently the AccountRight 201x program will default to Company. I would encourage users that would like to see the last remember setting or always default to Individual to vote and comment if required for this idea.

28 Comments
Experienced Cover User
30 Posts
Experienced Cover User

I can't support this enough!!  Allow US to set the default designation in the New Customer Card screen, not MYOB. 99% of our customers are individuals and changing this EVERY time is soooooo much of a time waster.

2 Posts
Cover User

Absolutely agree. What was MYOB thinking setting the Default to Company without allowance for changing this to Individual. I hope MYOB can ONE DAY listen to their customers and make this a reality. Surely it's not too difficult for a company that happily charges rather hefty annual fee increases... 

Experienced Cover User
126 Posts
Experienced Cover User

I support this 100% as well. 

1 Post
User

This was suggested 3 years ago, why has nothing been done about it?

2 Posts
Cover User

Would be great if you could Change from company to Individual as default on Customer card information

Contributing Partner
7 Posts
Contributing Partner

Please make a selection for card default from Company to Individual in the system selection.

 

Most of my clients have Sales to Individuals and this is very timing consuming changing every sale.

3 Posts
Cover User

Why has this feature still not been added?

Contributing Cover User
12 Posts
Contributing 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