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MYOB Essentials

Sales: Add new customer - populate the name from previous search

10Posts

6Kudos

0Solutions

10 Posts
User

When searching for a customer and them finding that they do not exist as yet, why does the name that you have already typed disapear in the enter new customer screen? In Myob Accountright the name stays in the window and saves retyping it again.

 

"New Customer"

Current Status: Done
Last Changed: a month ago

Hi Everyone

If the user does select the Create customer from the Create invoice window the Create contact popup window will auto-populate the entered Customer's first name and surname (or family name) for the Create Invoice window.

 

Note: This change is available for the new MYOB Essentials platform. Existing (original) MYOB Essentials platform users will be migrated across to the new platform in due course based on the complexity of their MYOB Essentials product level. At the time of posting, migrations are already underway.

1 Comment
Steven_M
MYOB Moderator
41,753 Posts
MYOB Moderator

Hi Everyone

If the user does select the Create customer from the Create invoice window the Create contact popup window will auto-populate the entered Customer's first name and surname (or family name) for the Create Invoice window.

 

Note: This change is available for the new MYOB Essentials platform. Existing (original) MYOB Essentials platform users will be migrated across to the new platform in due course based on the complexity of their MYOB Essentials product level. At the time of posting, migrations are already underway.