Customers Accounts

V5 Question
1

Guys, I know I am doing something wrong… but…
I want to create some customers accounts, but I for some reason I can do it with some customers, and some not…

for example…

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and I cannot figure out why…

Thanks and sorry for the silly problems lately…

G.

2

Enter phone number and you can.

3

ok… I am dummer than I thought…

Thanks for making that public… you could send that privately… :frowning:
LOL
LOL
LOL

Thanks!!!

G.

4

And if you don’t want to enter phone number for them, you can remove phone number from the Account Name Template. However if you do that, you are best to have another unique value as part of your account name template otherwise you will get errors where you cannot create an account because one already exists (i.e. 2 people called “John Smith”). Some people create an account number custom field on the entity and adjust the account name template to use that as part of the name if they don’t want to use the phone number.

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5

Thanks to ALL!!

Telefone wil do the trick

I dont have customers accounts, but I still have 2 customers that got used to get one pizza today and pay on monday… so, will try that…

Thanks!!!

G.