Contact details don't have a field for Job Role which is pretty essential. It would also be useful to have a separate telephone field for the customer than the primary contact because each contact may have direct dial numbers.
Add extra box under customer profile additional contact
The ability to send a customer sales order to a selected contact. I.e. on the customers profile tab, under Additional Contact, add a new tick box below "Receive Invioces" labelled "Receive Sales Orders". This is very useful if your client requires...
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
When invoices are created, the main contact is included in the invoice address. If the main contact is changed for a client, the contact for all previous invoices is changed (so that when an old invoice is printed, the new main contact appears, ra...
Whilst the Kashflow PayPal App seems to handle importing customers names with accented characters and correctly creates an invoice with address details of say: "Pedro Jesús de Benito " in the customer details view, I see Pedro Jesús de Be...
Send a remind letter to cover all customer invoices
You can only send a reminder letter per outstanding invoice. We have some customers with multiple invoices outstanding, it would be good to be able to send a reminder for all outstanding invoices in one go
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 ...
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Acknowledged
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Will not implement
