AngeW's avatar
AngeW
Cover User
12 years ago
Status:
Archived

Contacts: Don't populate the Business Name for Individuals

Would appreciate it if this could be reviewed and fixed as it appears to be a bit of glitch in the formatting...

 

When choosing an "individual" customer - you can leave the business name blank, but upon saving the First & Last Name default in teh Business Name Field. The help files advise on the business field is mandatory for business & First/Last name is mandatory for Individuals - so why does it fill in when not neccessary.

 

Looks messy and is unnecessary...

 

"Customer Contacts: Business v Individuals"

Contacts
  • Steven_M's avatar
    Steven_M
    Former Staff
    4 years ago
    Status changed:
    Open
    to
    Done

    Hi Everyone

    Contact records in MYOB Essentials will allow the user to select whether its a Company or Individual. The Company Name field will appear where Company is selected. First name and Surname or family name appearing when Individual is selected.

     

    Note: This field selection 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.

  • Suja_P's avatar
    Suja_P
    Former Staff
    12 years ago
    Status changed:
    New
    to
    Open
    Thank you for your feedback. Currently LiveAccounts uses the information in the Business Name field on the Invoice. Therefore at this stage it is a necessary for the system to default Business name field with the details entered in the First/Last name fields for Individual type customers. We are currently looking at changing this, so that the system leaves the Business field blank and picks up the customer details from the First/Last name fields.