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My Ideas: Customers

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Email addresses for non primary contacts are not searchable

Email addresses for non primary contacts are not searchable - i.e. the search comes back with no results many thanks
Guest over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Monthly Summary on Customer Statements

It would be really useful for the system to breakdown amounts owed by month and show overdue amounts on customer statements.
A Heald over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

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...
Katrina Boydon about 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

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...
Katrina Boydon about 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Multi addresses for one customer

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
Guest about 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Statement Formatting

Can we have the ability to orientate the page of A4 to landscape as the template doesn't fit normal.
Guest over 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Running balance shown on Statements

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 ...
Guest over 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

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.
Katrina Boydon over 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Include the Alphabet at the top of customers & suppliers page as on the old kashflow pages

This was a really useful shortcut on the old kashflow and the new one would benefit from it
Guest almost 8 years ago in IRIS KashFlow / Customers 0 Acknowledged

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)
Nikki Fothergill almost 8 years ago in IRIS KashFlow / Customers 0 Acknowledged