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Join nowHello there, sales243. Welcome to the Community place.
I just would like to make sure that we're on the same page. Are you referring to the drop-down menu from the Customer information window? If yes, the parent one will automatically appear when you start typing the name or click the drop-down menu.
It could be that you're experiencing a browser-related issue. There are times that the browser is full of frequently accessed page resources, thus causing websites, like QuickBooks Online (QBO), to act weirdly. Try logging into your QBO account using a private browser. You can use the shortcut keys below:
If this works, it means that you need to clear your browser's cache so the system can start fresh. If the same thing happens, I recommend switching to a different browser:
To handle your sales forms, you can read through this article: Learn how to personalize and add specific info to sales forms.
If you have other questions soon, just let me know by comment below. I'll make sure to help you as soon as possible. Have a good one.
Hi sales243,
Hope you’re doing great. I wanted to see how everything is going about utilizing the drop-down menu from the Customer Information window. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.
Looking forward to your reply. Have a pleasant day ahead!
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