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Contacts: Don't populate the Business Name for Individuals

Partner

9Posts

37Kudos

0Solutions

9 Posts
Partner
Australia

Would appreciate it if this could be reviewed and fixed as it appears to be a bit of glitch in the formatting...

 

When choosing an "individual" customer - you can leave the business name blank, but upon saving the First & Last Name default in teh Business Name Field. The help files advise on the business field is mandatory for business & First/Last name is mandatory for Individuals - so why does it fill in when not neccessary.

 

Looks messy and is unnecessary...

 

"Customer Contacts: Business v Individuals"

Current Status: Done
Last Changed: May 2021

Hi Everyone

Contact records in MYOB Essentials will allow the user to select whether its a Company or Individual. The Company Name field will appear where Company is selected. First name and Surname or family name appearing when Individual is selected.

 

Note: This field selection is available for the new MYOB Essentials platform. Existing (original) MYOB Essentials platform users will be migrated across to the new platform in due course based on the complexity of their MYOB Essentials product level. At the time of posting, migrations are already underway.

2 Comments
Suja_P
5,976 Posts
Former Staff
Thank you for your feedback. Currently LiveAccounts uses the information in the Business Name field on the Invoice. Therefore at this stage it is a necessary for the system to default Business name field with the details entered in the First/Last name fields for Individual type customers. We are currently looking at changing this, so that the system leaves the Business field blank and picks up the customer details from the First/Last name fields.
Steven_M
MYOB Moderator
44,268 Posts
MYOB Moderator

Hi Everyone

Contact records in MYOB Essentials will allow the user to select whether its a Company or Individual. The Company Name field will appear where Company is selected. First name and Surname or family name appearing when Individual is selected.

 

Note: This field selection is available for the new MYOB Essentials platform. Existing (original) MYOB Essentials platform users will be migrated across to the new platform in due course based on the complexity of their MYOB Essentials product level. At the time of posting, migrations are already underway.