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May 28, 2020
Question

Adding a customer name is not working from the choose a customer box

  • May 28, 2020
  • 1 reply
  • 2 views
No text available

1 reply

MaryLurleenM
Level 6
May 28, 2020

Let me help you resolve that, tom108.

 

Let's try to use a private browser to check if this is a browser-related issue. 

  • Google Chrome: press Ctrl Shift N
  • Mozilla Firefox: press Ctrl Shift P
  • Internet Explorer: press Ctrl Shift P
  • Safari: press Command Shift N

If you're able to add your customer via the private window, go back to the main browser and clear its cache to start with a clean slate. You can also use a different browser.

 

If you're still unable to add you customer through the customer box, let's add the customer with these steps:

  1. Click Sales on the left pane.
  2. Select Customers.
  3. Hit New customer located in the upper right corner.
  4. Enter the customer's information.
  5. Click Save.

Check out this articles for more information: Manage your customer list.

 

Stay in touch with me if you have other concerns.