Assign Multiple Customers to new group is not working.

Quicken Home & Business (desktop) address book assigning multiple customers to new group is not working. I have tried multiple times, i can repalce the group(s) with a new one, but i I want to add a new group and assign this to muliple customer.

Teh customer help is very straight foresard but does not work on my install

Have you seen this in you situations, or havb a work around?

Any ideas out there?

Answers

  • UKR
    UKR SuperUser ✭✭✭✭✭

    Looking into the Address Book, the process of assigning a new group to multiple customers appears to be rather easy to me. Please describe, step by step what you're doing and what the results are. If possible, include screen image snapshots of results and/or error messages.

  • Monica M
    Monica M Member

    I agree, but it did not work for multiple address.
    I was on the phone with tech support for 2 hours today.
    I had a 30 minute chatt session, sent them screen shots. The escalated the call and called me back - I set up screen share many times, we made new data files, they watched what happened and worked with the scallation team, and still no luck, back on hold and then
    Tech support confirmed they created the issue and it is not working in my version and 4 others. They recommended I enter a product improvement reqest through the community, (which is new to me).
    My Support ticket number is 10229780. Software Version and Screen shots shown in attachement.


  • UKR
    UKR SuperUser ✭✭✭✭✭
    edited May 2023

    Tech support confirmed they created the issue and it is not working in my version and 4 others. They recommended I enter a product improvement reqest through the community, (which is new to me).
    My Support ticket number is 10229780.

    So the Support people confirmed that it is not working. Which part of "This is a bug and needs to be fixed" do they not understand?

  • Quicken Kristina
    Quicken Kristina Moderator mod

    Hello All,

    Thank you for taking the time to visit the Community to report this issue, though we apologize that you are experiencing this.

    We have forwarded this issue to the proper channels to have this further investigated. In the meantime, we request that you please navigate to Help > Report a problem and submit a problem report with log files attached in order to contribute to the investigation.

    While you will not receive a response through this submission, these reports will help our teams in further investigating the issue. The more problem reports we receive, the better.

    We apologize for any inconvenience!

    Thank you.

    (CTP-6734)

    Quicken Kristina

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