Employee who is also a customer - wont let me add them

HelenSHMS
HelenSHMS Member Posts: 2 Novice Member Novice Member
in Reckon One

I have a employees, who are also customers of mine.

It wont let me create an invoice or sales receipt for an employee, but when i try to set them up as a customer, i also cant because it says the contact has already been created (same name used).

Is there something I am doing wrong? Or will i have to set them up as a customer with something additional added to their name?

Best Answers

  • klaura
    klaura Reckon Staff Posts: 525 Reckon Staff Reckon Staff
    Answer ✓

    Hi @HelenSHMS,

    You are correct. Reckon does not allow 2 contacts with exactly the same name. you will need to set the employee up as a customer with something slightly different added to the name.

    Kind regards,

    Karren.png
  • Jason_Z
    Jason_Z Reckon Staff Posts: 331 Reckon Staff Reckon Staff
    edited January 29 Answer ✓

    Hi @HelenSHMS

    There will be issues if the names are identical. Are you able to set them up like Jason Zhu(customer) and Jason Zhu(employee), so they act like separate entities?

    Jason.png

Answers

  • HelenSHMS
    HelenSHMS Member Posts: 2 Novice Member Novice Member

    Ok thank you, will have to alter the name.

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