SINCE 2022 UPGRADE - Can no longer see the "contact person" under CONTACTS

[BikeHolden]

G'day Lara,

You can no longer search by first name or last name in anything or any field.

You will see screenshot in this feed above.

Hope that makes sense?

Still can not do any search..only company name and THAT IS IT..and not even all of them. I have like 30 Contacts in my database...and only the first 10-12 "company" names come up..but zero reference to the person attached to the relevant company name.

[LaraJ]

It's unknown how this can be difficult for MYOB - I also want additional fields in the address - if I enter a new card online it seems I can only add one address line and it would be nice to add a department to attention or the name of the building the company is in....  (scratch my head)

[aggie]

I have the same issue and wasting a lot of time trying to decide which email variable is now going to suit all.  Also lost at least one supplier from the contact list. Where is it and what's happened to all the payments i have made to this supplier??

Also, can't change the contact for an invoice that is generated from a quote.  This is important when you have quotes department and accounts department. two separate contacts. Very frustrating. 

[aggie]

Since the update, the contact list now display businesses who are sole traders  under the contact persons name instead of their business name?  They're not a company but have to to tick this box otherwise you can't find they're business name.

Myob needs to recognise sole traders business names not just company names and individuals. I have been on the hold with Myob for nearly an hour and in the meantime have drilled into reports to find the historical payments to this sole trader which is now listed under the bookkeepers name.

I didn't think there was too much wrong with Myob before the update

[Yanike_S]

Hi @aggie 

Thanks for your feedback I have passed this on to the team. If you still have issues, please let me know in detail and I will be able to assist you further via this platform. 

[aggie]

Thanks Yanike for your reply.

One of the other issues is when converting a quote to an invoice, you can't change the contact person.  Quite often within a business, the person who are sent quotes to is different to the person in an accounts department.  We are now having to create a new invoice based on the quote (retyping) instead of converting. Very time consuming and clumsy.  Also, the quote number should not look like an invoice number. That is confusing too. Preferred the separate number  sequencing for quotes and invoices.

[BikeHolden]

Good afternoon to the MYOB tech specialists.

Been some months now since this issue was raised and confirmed.

Been keeping an eye on the monthly updates and still this item raised has not been rectified.

Can you shed any light if and when it will be resolved.

I am of the understanding with my peers..aka sole traders sending invoices to individuals within a company for approval to pay...that this is very common amongst MANY MYOB users?

I look forward to hearing from a MYOB specialist shortly.

PS any MYOB users reading this..please respond here if you have similar issues.

many thanks

[Yanike_S]

Hi @BikeHolden 

Thanks for your post. I had a look at the request that is lying with the developers. There has been no updates on this case, so I can't give you a timeframe when this will be fixed. Your account has been added to the case, so you will get notified as soon as this feature will get implemented. 

[BikeHolden]

thank  you Yannick.

It is very frustrating as the ONLY way I can generate new invoices, go to email, search the person's name, select that invoice..go to MYOB, select Invoice number, "duplicate" the invoice, new date and send.

You can imagine how long that process now takes for over 100 invoices per month!!

There is absolutely no other way to get around it. I have to send the invoice to the "approving officer" BEFORE it goes to an accounts department.

Hooraroo

Craig

[Splatmarker]

I to find the unsearchability of my contacts infuriating, hence why I am here looking for a solution looks like no solution.