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Level 1

Creating a new customer defaults to contact name???

Hi, for some time now this has been bugging me so finally decided to post...

 

Whenever I create a new customer and populate all the fields the *Display Name As always defaults to the blooming contacts name NOT the company name - I really can't see the point of displaying the contact name and if I forget to change to the company name (which I usually do), I have to go back in and edit it. Surely the Display Name As could be defaulted to the name of the business??

 

Thanks 

2 REPLIES 2
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QuickBooks Team

Creating a new customer defaults to contact name???

Hi ZestPrint

 

Whatever you enter as the display name is for your reference on the customer list and the name that you enter in the company field will be displayed beneath. You can use either name to search for the customer on the customer list. When you create a invoice and print or preview it the name you have entered in the company name and the customer name fields will be displayed in the Invoice to section.

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Level 1

Creating a new customer defaults to contact name???

Hi John

 

Thanks for the speedy reply, yes but if you enter all the details, forget to change the display name back to company name and save/exit the new customer is placed in alphabetical order using the contacts name rather than the company name, seems a strange that it defaults to contact name that's all - No worries just mentioning it really.  I'll just have to remember to change back to company name after entering the contacts name... thanks Paul