Add a check box next to email address for customers who have opted in to receive marketing emails
I diligently add all email addresses to my customer records. Obviously essential for communicating about invoices due etcc. Occasionally, I want to send offers to my list. I ask my customers in advance if they're happy to receive but have no way t...
Allow Customer List (and Supplier List) to be Sorted by Date Added
I sometimes add several customers in one day and then go back the follow day to create a quote. I can't always remember the names and it is frustrating trying to find them again. Could be solved easily by having a Date Added column and allowing so...
To be able to send invoices or quotes to individuals which are linked to a Head Office account, so that follow up e.g. monthly statements for all sites are sent to one central address in one document not multiple quotes & invoice attachments
It would good to see a running balance after each transaction on each statement rather just a balance at end of the statement.
I am a landlord and if you have to evict a tenant for rent arrears you need to be able to show the weekly or monthly ...
Allow customers to be sorted by date added and not only alphabetically
I am more likely to be searching for a recently added customer than the customer beginning with the letter A. Show the date added. Sometimes this is useful to jog memory about the customer. Still retain the ability to sort alphabetically, of course.
Allow contact details to be separate from customer account name
At the moment, to get your customers listed alphabetically, you cannot use Mr or Mrs as part of the customer name, as alphabetically they appear under the Mr M rather than Smith (Mr M Smith)
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