• Registered: 02/18/2010
  • Posts: 7

Topic: Adding Customers Issue

My business sells b2b but doesn't use branches. All sales are to one location.

I've added a new company but when I try to manage that company, they don't appear on the drop-down list.

Thinking it might be part of the lack of a branch, I tried to add one, but again there are no customers listed on the drop down.

I know the company is in the DB because when I run a Customer Balance report, the customer is listed.

Any help would be appreciated

  • Registered: 12/25/2007
  • Posts: 2,448

Re: Adding Customers Issue

Probably you have this new company marked as inactive.
Janusz

  • Registered: 02/18/2010
  • Posts: 7

Re: Adding Customers Issue

I'm now able to see the customer I added by pressing the space bar but the customer is visible only if I press the space bar. When I exit the manage customer screen and re-enter it, the only option shown in the drop down is to add a new customer.

The customer is listed as active.

  • Registered: 12/25/2007
  • Posts: 2,448

Re: Adding Customers Issue

Switch off 'Search customer list' in company setup. This option is for sites with long customer list, and not especially comfortable if you have  only a couple of customers..

Janusz

  • Registered: 02/18/2010
  • Posts: 7

Re: Adding Customers Issue

Thanks. I have around 300 customers but that will work.

I appreciate your help.