Updating existing customer

Chad B. shared this question ago

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Every time I pull in an existing customer for a new lead, it immediately asks me if I want to update the customer or create a new one. This didn't happen till recently. Is there away to stop it?

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Greg H. ● 12 months ago

Yes it has been crazy, we are getting all those alerts to....

the other one that drives me crazy is entering a new order, and you start but it goes to auto save in 5 seconds and you are still entering the info, asks to create a new client or update...

Comments (2)

Greg H. ● 12 months ago ●

Yes it has been crazy, we are getting all those alerts to....

the other one that drives me crazy is entering a new order, and you start but it goes to auto save in 5 seconds and you are still entering the info, asks to create a new client or update...

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Susan M. ● 12 months ago

I have a ticket in for this...before you even make any changes it asks if you want to update? No reason to update or create a new customer!!

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Chad B. ● 12 months ago

Correct. I type the customers name. Click from the drop down. I may make a change to the lead before autosave kicks in, something like add a bounce house. It then asks me if I want to update the customer info or creat a new one. Didn't even make a change.

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Casey Z. ● 12 months ago

Same here. I just started a new lead a few minutes ago. As soon as I selected the customer from the dropdown, it asked me that question.

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