New customer name goes to wrong spot

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veldman
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New customer name goes to wrong spot

Post by veldman »

When we start a new work order and the customer ends up being new but you searched the name and you hit new customer it then puts the name in company spot instead of customer name and vice versa for company. Is there a fix for that?
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ricmorin
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Re: New customer name goes to wrong spot

Post by ricmorin »

On the window that opens when you start an order, is the radio button set to Company? That's how the name you searched will drop into the Company field. If it is set to Customer, the search term will drop into last name (or first name if you searched that field).
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com

I find my life is a lot easier when I use Special Orders
veldman
25 Club: Starting Contributor
Posts: 34
Joined: Thu Apr 30, 2009 7:30 am

Re: New customer name goes to wrong spot

Post by veldman »

It is set for customer and it goes to company, The weird thing is when you do company it puts it in customer.
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ricmorin
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Posts: 5967
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Re: New customer name goes to wrong spot

Post by ricmorin »

The version I'm on works as expected. I suggest calling support.
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com

I find my life is a lot easier when I use Special Orders
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