Finding the correct customer when customers have the same name

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Finding the correct customer when customers have the same name

I have customers with the same name. When Invoicing, I put the surname in and the names pop up that are spelt the same. Is there a way of showing the address with the surname, so I can pick the right customer without having to go out of the invoicing section and into the contacts section.

Many Thanks

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MYOB Moderator
13,370 Posts
MYOB Moderator
MYOB Moderator

13,370Posts

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Accepted Solution Solved

Re: Finding the correct customer when customers have the same name

HI @salkemp 

 

Currently MYOB Essentials will only display the customers name in the drop down field for the customer name. Its only after the customer is selected that the address will be displayed. The customer can be changed, if the wrong one was selected up to the point where the sale is recorded. After this point the sale is locked to that customer

 

I’m not aware of any current plans to change this functionality within MYOB Essentials

Regards,
Neil

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