Discussions
Merging Employee and Customer records
If anyone has any advice, I'd greatly appreciate it:
I created a new employee record for employee "Susan". I entered in a check to be printed for this employee, under the General -> Transactions tab. Then, I also created a customer record for this employee, so she could purchase our products. Another employee inadvertently created a second customer record for her. We have since merged the two customer records. For some reason, (maybe because I entered a check to be printed under her Employee record?) the check shows up in her Customer record. I have cut checks for other employees but this hasn't happened.