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Put the 'Stay on Customer Details Page' option back when adding a new customer

Please can we have the option back to allow us to remain on the customer details page when adding a new customer. This option has been removed from the latest update. After entering full details, we now have to search for the new customer again to...
Rich Tapper about 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Add Job Role to contact details

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

Download and Upload facilities for Customer CONTACTS

There is currently a facility to download customer details, but NOT the individual contacts. Similarly, customers can be uploaded, but contacts cannot. It would be really helpful to have this facility available.
Guest about 7 years ago in IRIS KashFlow / Customers 1

Take me back to customer module when canceling an invoice or quote

I will always start the writing of an invoice or quotation from a customers page (ie the customer module). If I decide I want to cancel either the invoice or quotation whilst writing it, Kashflow defaults to either the invoice or quotation modules...
Rob Smith about 7 years ago in IRIS KashFlow / Customers 0

Re-instate the google postcode look up button on the customer details screen

I use this button regularly to check customers invoice and delivery address when taking orders over the phone
Guest about 7 years ago in IRIS KashFlow / Customers 1

Assign customer contact(s) to invoices

You have recently added multiple contacts for a single customer. This does not resolve the issue for users. In large organisations invoices need to be able to be sent to different contacts. At present all KashFlow can do is send the invoice to con...
Paul Cripps about 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Delivery receipt on emailed quotes and invoices

This would be so handy so you can tell if your customer has received their email!
Guest about 7 years ago in IRIS KashFlow / Customers 1 Will not implement

Fixed Asset register should be down-loadable in CSV format

Could easily compare totals to GL account.
Guest about 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Customer Contact View

My client would like another column in the customer view. They currently have CODE/NAME/VALUE/OUTSTANDING AMOUNT. I would like to add "contact" in here as my client will have multiple customers with the same name but different contacts on each one...
Kirsty Willis about 7 years ago in IRIS KashFlow / Customers 1 Acknowledged

Indication of number of files or notes in customer record

In a customers record there is the option to add notes and to add files. These options sit on the same 'bar' and you can flick between them but when you click on a customers record it defaults to 'notes'. Unfortunately there is no indication of wh...
Rob Smith about 7 years ago in IRIS KashFlow / Customers 0 Already exists