This idea has been merged into another idea. To comment or vote on this idea, please visit GOPR-I-23 Secondary contact details on proposal - pull from Senta.
The contact search seems to not only have moved on the proposal (really annoying position now) but also the way that it pulls the information in from Senta has changed. You now have to do a double click - click to search and then click again on "Search More from Senta" to see the Senta contacts.
You used to be able to search for the director's name and then in the list it would show their individual contact in Senta AND their name under the Company name. When you chose the latter it would then populate the Company name and it's details AND the primary contact.
Now it just puts in the Company details in and no Primary contact details - no idea why this has been changed as it was working fine!
Guest
This now works under the new contact hub (if you're careful with what you choose)
It would be great though if these threads didn't include all my email details when replying through the email sent!
Would be great to jump on a live chat to discuss further
Helen Clements, ACA
Director | Troy Accounting Ltd
Mobile: 07342 729418; Office: 0330 134 0282
E: helen@troyaccounting.co.uk
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Hi there, thank you for your feedback and sorry about your frustrations.
To investigate this further we just need an example of who you're searching for when you try to search through Senta?
It may be better if you jumped on our live chat or e-mailed me directly about this so we can solve the problem for you faster!