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Janice DCL
Level 2

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Thank you for your quick response Ailene A,

 

This is a new customer set up, so there was no Job Data or Activity associated with it.  This is our fourth "new" Company set up that we have done since we started our job costing system, and with the first three, creating the "New Job" was no different then all the jobs we have created for previously Existing Customers.  This was the first time we received this pop-up.  So I am wondering if I did something different when I was creating this customer, compared to the other three customers that I created and did not get the pop up when I created the New Job.  When the pop up happened, we even double checked reports etc. to make sure there was not data associated with this customer yet.

 

The other strange thing that happened, was that the documents that I attached to the Customer File when I created it last week, are now attached to the Job, instead of the Customer.

 

Any insight on what I did differently when setting up this customer would be appreciated.

 

Thank you 

Janice DCL

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