Partner Zone

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

yippee
1 Post
User

1Posts

1Kudos

0Solutions

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

I would love to have back the ability to send to different people within the same company.
I have just sent an invoice to the wrong person, because everytime, I need to go to my contact list, count down to their name, then go back to create the invoice and do the same thing, but I have no idea if I have done it right or not until I go to send it.
Can we please be able to see the contact name as well as the business name on invoices and quotes. It is doing my head in!

Splatmarker
Contributing User
9 Posts
Contributing User
Contributing User

9Posts

1Kudos

0Solutions

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

You can no longer search for contact people either. I have sinced changed to another product due to this issue

BikeHolden
Experienced User
17 Posts
Experienced User
Experienced User

17Posts

26Kudos

1Solutions

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

G'day.

 

What product did you change to? to enable search by contact name to a "company". I have investigated Xero but I understand they too have the same issue or similar I have been advised by a bookeeper?

 

Many thanks in advance. Very frustrating..it worked..then MYOB broke it!

Splatmarker
Contributing User
9 Posts
Contributing User
Contributing User

9Posts

1Kudos

0Solutions

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

I think my responces are getting scrubbed, it is indeed the program you mentioned and yes you can search by name

Didn't find your answer here?

Try using advanced search to find a post more easily Advanced Search
or
Get the conversation started and make a new post Start a Post