Edit manager suggestion on payee/payer field

[pierix76]

Hi,

Manager automatically suggests me previously recorded entries as I type.

It’s happened that I entered a customer name in lowercase first, and later on, changed it to Uppercase.

Now, every time i start typing the same name, Manager suggests me the same name in both uppercase or lowercase.

How can I edit/delete one of the two?

Thanks
Pietro

[Brucanna]

@pierix76

How can I edit/delete one of the two?

If you edited the original transaction’s lowercase to uppercase then the lowercase should disappear, if not perhaps a lower case still exists - let me illustrate.

1 - Listing with both cases

2 - New transaction shows both cases

3 - Edit original transaction

4 - Now new transaction shows only one case

[Tut]

Actual customers include only those defined under the Customers tab. They can be edited there. But your title suggests you are referring not to customers, but Payers. These cannot be edited, because they are simply previous entries. But the auto-suggestion list is only 5 options long. So after a few more Payers are entered, odds are the nuisance entry will no longer appear.

[Brucanna]

@Tut

but Payers. These cannot be edited

Yes they can, look at the above illustration.

[pierix76]

Thanks Brucanna.
Problem solved!

[Tut]

@Brucanna

Yes they can, look at the above illustration.

Thanks. This seems to be an unannounced improvement. Older versions used to offer up entries that had been made, even if they’d later been changed. This might have happened when the transactions tabs were combined. Hopefully, it’s also related to the promised ability to eventually link cash sales and purchases to customer and supplier accounts, statements, etc.

[Brucanna]

@Tut

This seems to be an unannounced improvement

No, it has always been the case as far as I can remember, here is an earlier topic:

Allow existing data in lookup in payee or payer field to be delete

Currently, I would want able to delete data in lookup history either by description, payee or payer depending, for all the fields that is relevant, example, bank transactions. Sometimes I keyed in partial names or nicknames in payee or payer. after I known the real name, I like to delete it the old data in autolookup so, if there is other similar names, it will show the shorter list of lookup instead unnecessary names that will not be use.

[Tut]

I notice your reference is older than the tab combination, so that can’t be when it happened. But it’s still fairly recent. There are other threads that suggest it used to be different, but none are specific enough to really answer the question:

Contacts autocomplete in bank transactions

Yeah, it’s just autocomplete for convenience. When you start typing into Payee field, Manager will look up what has been typed in there before to offer some suggestions. I think suggestions are even sorted by frequency by which they have been used so very rarely used contacts shouldn’t pop up too often once you have some history. Is that a problem?

Removing obsolete entries from autocomplete

Autocomplete options should be sorted by when they’ve been used last time. The older ones should be at the bottom. They will be eventually pushed out of the view.

In this one (and the responses that follow), several regular forum contributors are trying to guess how the program works:

Inactive suppliers are still showing in my autocomplete lists

Maybe it depends on where you go in the program. I am having the issue when I go to cash accounts, spend money and then when I type in the payee field I am getting suppliers that have long since been made inactive! Its not the drop downs that I am having the issue.