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Reinstate vCards import for Mac.

I use this option daily for multiple customers from Mac. There are of course workarounds to create CSV files but it's another job that was handled nicely previously.
Mark Woodward almost 7 years ago in IRIS KashFlow / Customers 3 Will not implement

Ability To Select Contact When Sending Invoices/Quotes/Purchases/Statements etc

So the new multiple contact implementation is active now, and it leaves a lot to be desired. Currently you can add multiple contacts to a customer or supplier and mark if each contact should receive invoices/purchases (which apparently also applie...
Guest almost 7 years ago in IRIS KashFlow / Customers 1 Acknowledged

Archiving facility of data over 7 years old

As far as I can tell we are not supposed to keep data for longer than is necessary to comply with GDPR but Kashflow does not offer any way to switch on archiving of data over 7 years old. Removing this old data would also improve performance and w...
Guest almost 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

In the Transactions page in customer section, add the option to view 'lifetime' activity

Can you add the option in the customer transaction activity section to have a 'Lifetime' option in the drop down menu when your selecting the time period to view as it's time wasting to have to add the start and finish dates when I just want to se...
Guest almost 7 years ago in IRIS KashFlow / Customers 0

Remove 'United Kingdom' from address lines

Or at least make it an option. Our customes are all UK based, so to put 'United Kingdom' at the end of the address line looks ridiculous and makes it difficult to fit into a window envelope. At best, give customers a default option.
Guest almost 7 years ago in IRIS KashFlow / Customers 1 Acknowledged

When Add Customer now

When Add Customer now and update, it loses the customer page you just created, this need to change to as it was
Guest about 7 years ago in IRIS KashFlow / Customers 1 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

Be able to select a default payment method by customer or to enable to Pay Online button for select customers.

There is currently no option to select a default payment method by customer or to enable to Pay Online button for select customers. We have some customers who would like to pay by "Pay Online Button". Unfortunately we need to enable/disable this f...
Guest about 7 years ago in IRIS KashFlow / Customers / Payments 1 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

Add 'Amount Paid' to the new Customer layout and 'Amount Over-due' to the new Supplier layout

At the top of the page in the new Customer layout we get to see the total invoiced, the amount due and the amount overdue so why not the amount paid?, seems simple enough. We do see this 'feature' in the new Suppliers layout along with Total Bille...
Rob Smith about 7 years ago in IRIS KashFlow / Customers 0 Acknowledged