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ForumSupport: Desktop questionsCannot set up a customer

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Cannot set up a customer

#1 · 11 January 2023, 3:16 pm

I have tried to set up customer using their email but says already in use on our okappy??

When I clicked connect to see what customer was using that email - it just took me to our profile... Can you confirm how I can set this customer up as that email should not be attached to any other customer.

We have invoiced them before but under miscellaneous so dont think that should stop us using email to set up another customer?

Many Thanks

Jackie

#2 · 11 January 2023, 3:17 pm

Hi Jackie,

I cannot see any customer set up with the email you provided.

If you click the connection icon, new customer and then add their details you should be able to set them up on your account.

Please see this support article for more information - https://www.okappy.com/support-article/connecting-to-customers-or-subcontractors/

Thanks