I wanted to add a job to a customer. Instead, whatever I did, changed the customer entries to include the job.
So, now here's what I need to do:
Remove the job from the customer so that all prior entries are just for the customer with no job.
Then, add the job again such that it doesn't take over the customer name for all previous transactions.
Fred
How might I be able to do that???
Still no comments? Please?
Fred
This is a display issue. You can post to either customer or customer:job if you want. Not that it is recommended but you can do it.
Why don't you experiment with a backup copy of your file. You can enter transactions at the customer or customer:job level. When you go to the customer center and click on the Customer level you will see everything for the customer. (Customer + customer:jobs). Customize the columns shown to add customer so that you can see which customer or job the transaction is impacted.
Run some reports to see how the customer vs customer:jobs are reported.
Just make sure that all payments are applied to the correct Job/no job to avoid creating A/R issues.
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