I have created a new Customer with the name only and saved the account, then created the Job.
Our process is to complete the rest of the Customer Details when the Account Application has been received. However, this is not being updated on to the Job or Jobs that have been created, why not?
When you have created a Customer and entered the details the software has recorded them in a table called CUSTOMER. So if you then go and open a Job, Pending Invoice, Quote, Rental Hire transaction etc this information is recorded against the transaction with the information that was available for the Customer at the time.
Any time the Customer table is updated you must update the transaction; to do this refresh the Customer information, in a Job you will select the Account number again and this will bring the updated address information.
For a pending Invoice and Quote use the Swap to buttons at the bottom of the screen,
For a Booked Hire delete and rehire.