Quotes losing account codes when entering new customer

Problem reported by Adam Elliott 7 years ago

Hi,

Having yet another issue with the disastrous new layout on Quotes. When completing the process of entering a new customer via the 'Add' option under the Customer select box, the entire quote is losing all it's entered Account Codes. The all revert to 'Choose Account Code'. Argh!

Was any of this new design actually tested? This is starting to cause us really serious issues - along with previously raises layout issues -- (see https://secure.clearbooks.co.uk/community/problems/20307/description-box-on-creating-a-new-invoice).

Solved
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1 Reply

Hi Adam,

Thank you for pointing this out, I will escalate this to our technical team to investigate. I think the problem is, currently, when choosing a customer, the system would try and look for the default account code set, but if there is no default, it would reset it.

I will keep you updated!

Thanks,

Tommy

7 years ago

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