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1 Vote

MULTIPLE EMAIL DIRECT FROM CUSTOMER LIST

A FACILITY IS NEEDED TO ALLOW KASHFLOW USERS TO BE ABLE TO EMAIL CUSTOMERS EITHER INDIVIDUALLY OR MASS DIRECT FROM CUSTOMER LISTINGS

Created 23 Nov 12:44pm by Guest

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Send estimate to customer and when convert to invoice it sends to their accounts dept, different email address

Some customers would like the estimate to go to one email address and when it converts to invoice they would like it to go to their accounts dept emails. So having the options for emails to go wherever you need them to go rather having to manually...

Created 20 Nov 04:41pm by Guest

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Adding Fields to Customer Profiles

I would like there to be a feature whereby you can add a field on the customer profile so when you export the customer data you can search by different fields such as source/industry.

Created 20 Nov 11:12am by Guest

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

Send bulk emails to customers from within Kashflow

We are finding it time consuming having to click on individual customers to send a group notification eg a price increase etc. Being able to select all or a large selection of customers at once, then send one email to them would save us so much ti...

Created 18 Nov 01:35pm by lisa bartup

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Create a customer status button to allow a customer to be labeled as a 'lead' rather than a customer when we haven't had any transactions with them

At present Kashflow only allows customer status to be either active (Kashflow default, no choice in this) or archived (which in Kashflow has limited effect / doesn't work very well) - in the real world we have different interactions with our 'cust...

Created 18 Nov 07:31am by Rob Smith

IRIS KashFlow / Customers

2 Acknowledged
3 Vote

CSV Import for Country

Request the Country field for CSV import to be the country name, not a code.

Created 16 Nov 10:44am by Mark Woodward

IRIS KashFlow / Customers

0 Acknowledged
5 Vote

Invoice Due Dates to show on Aged Debtors & Aged Creditos

We work to contract terms which are all different by client therefore the Aged Debtors is useless without the Invoice due date showing on the report. It would also be helpful to show supplier payment due dates on the Aged Creditors. I've seen thi...

Created 14 Nov 03:38pm by Guest

IRIS KashFlow / Customers

1 Acknowledged
6 Vote

Add Amount Paid to the top of the clients transactions profile

Hi - currently you have 'Total Invoiced', 'Amount Due' and 'Amount Overdue' at the top of the clients transactions page - if you also added 'Total Paid' to these you would have a full house of all the important information regarding the clients tr...

Created 11 Nov 05:44pm by Rob Smith

IRIS KashFlow / Customers

0 Acknowledged
3 Vote

Report in date order

If you run an aged debtor list and export the info as a csv file then each customers invoice dates do not run sequential. Customer Name Invoice Date Invoice No. CUSTOMER 10/04/2018 28778 CUSTOMER 01/05/2018 28934 CUSTOMER 01/06/2018 29180...

Created 7 Nov 03:17pm by jackie lammie

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

export customer details as vcards

On kashflow you used to be able to export customers details as vcards and i have been informed via support that this feature has been removed as it was not very popular. I would like it to be reinstated as it is very useful feature.

Created 6 Nov 04:59pm by Daniel Plummer

IRIS KashFlow / Customers

0 Acknowledged