DONT DO ANYTHING BEFORE YOU TRY THIS

The pop-up message that you've seen will appear whenever the customer isn't in your company file. I suggest re-sorting your customer list base on their first three digits. This is one of the troubleshooting options when you encounter any odd behavior. Here's how:

1. In the Edit menu, click Find.
2. Select the Advanced tab, then in the Filter list select Name.
3. Click the Name ▼ dropdown, then press Ctrl+L on your keyboard.
4. Select the Include Inactive checkbox. If it's grayed out that means that there are no inactive names.
5. Click the Name ▼ dropdown, then select Re-sort List.
6. Select OK.
7. Close and reopen your company file.

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