Hi
I have just created a Supplier Record for Quick File Ltd (You) so that I can enter your invoice and pay it.
I typed in Quick File Ltd
Searched companies house
Clicked on 07109543
Clicked on Import to new supplier ascreen
Then clicked save and I get
“A full name and email must be provided to create a supplier contact record”
But I do not have a contact for Quick File (as is the cases for many companies).
What do I do to get the record to save?
Thx.
Regards
Michael
Hello @3Unique
In order to save a contact record an email must be supplied.
If the company house import adds a contact name and you don’t have an email you would need to remove the contact name to save the supplier record.
I have done this for you on the account.
Oh I see hopefully I will remember.
It raises a couple of questions:
- Why not allow saving of the supplier record without an email address?
- Or only allow CH import to import contact name if an email exists
- Or a better warning “As you have added a contact name or one has been imported from Companies House, you must also add an email address of remove the contact name.”
Just a thought.
Regards
Michael