Members Account Number

Support
1

When I first set up Quickfile,I thought it would be a bright idea to prefix the account number with a letter. Bad mistake - I should have kept it a simple number to keep it totally consistent with our members administration portal.

Can I just change the account number on Quickfile - this to take into consideration that many members have Direct Debits set up. I would not like to change the account number and then mess up the DD process.

2

Hi @Mike

I’m assuming you’re referring to clients?

Changing any of their details won’t affect their Direct Debit setup. Everything is referenced to the client itself; unless you delete the entry, the link between the DD and the client won’t be broken.

Hope that helps!

3

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