Partner Zone

Updated customer and contacts list

MichaelTier
4 Posts
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Updated customer and contacts list

The updates have totally scrambled my contact and customer lists. My customers are Legal Firms. My practice has been to bill the individual solicitors within each legal firm. I now have to make each individual solicitor within the legal firm a separate customer which means I can't search the legal firms and keep track of what is owing by a legal firm. 

Why shouldn't I change accounting software to a more intuitive and user friendly platform. This is the last straw for me. I have put up with too much from MYOB!!!

I don't expect a response based on the appalling lack of service in the past.

2 REPLIES 2
MichaelTier
4 Posts
User

4Posts

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0Solutions

Re: Updated customer and contacts list

I used to be able to search contact within a company and send an invoice direct to that contact. I could also search or get a report by both the contact and the company. I can no longer do that.

ChrisMYOB
MYOB Moderator
1,142 Posts
MYOB Moderator
MYOB Moderator

1,142Posts

77Kudos

131Solutions

Re: Updated customer and contacts list

Hello @MichaelTier 

 

Sorry that no one has responded yet.

You will need to create a contact card for each user whom you would like to send a bill. 

 

I have passed on the feedback to our product team about this feature. If you have any additional feedback regarding this you can direct it through our contacts page linked.

Have you heard of our AccountRight Ideas Exchange? It's where you can give and upvote other suggestions that go directly to our developers. You might like to add your feedback here too.

Kind regards,
Chris

MYOB Community Support

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