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Incorrect Customer Contact

hdeluca
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Incorrect Customer Contact

Help please, with Essentials customer contact has been amended, yet old contact still appearing.  Cannot find anywhere in this customer card file where old contact is.  Very frustrating as I have to remember to manually edit the customer contact before emailing.  Not everyone in the office is aware - very inefficient, slowing process of following up with this particular customer. Hope you can get to the bottom of this mystery. thanks 

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Melisa_D
MYOB Moderator
9,917 Posts
MYOB Moderator
MYOB Moderator

9,917Posts

694Kudos

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Re: Incorrect Customer Contact

Hi @hdeluca

 

Thanks for your post. So I can take a look into this can you please clarify what has been amended in the card file, also can you clarify what you mean by Cannot find anywhere in this customer card file where old contact is. Are you trying to find the card itself or trying to locate the customer when creating an invoice ? 

Cheers,
Melisa

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