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Customers

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The ability to e mail all customers at once of a change or new product

If we change say our bank account details or we have a new product in our goods list I think it would be helpful if we could do an e mail and BCC all our customers so they are all aware of the update. Please can this be adopted.
Guest over 7 years ago in IRIS KashFlow / Customers 0 Will not implement

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

CSV Upload to update current customers

The ability to be able to do a mass update on current customers, by using the customer code, and updating field details already on the system. At the minute this isn't allowed as it would be duplicated.
Guest over 7 years ago in IRIS KashFlow / Customers 0 Will not implement

When a note window opens, do not blank out the former page so severely.

When a note window opens, do not blank out the former page so severely (some blanking but retaining legibility is most desirable). Often I want to refer to invoice numbers and dates in my note and I can no longer see them after the note window is ...
CEO over 7 years ago in IRIS KashFlow / Customers 0 Will not implement

Changing the look of the Statement

We would like to use the Statement function on Kashflow but do not like the layout of the document - it looks untidy and quite unprofessional. We would like it if possible if it could tie in with our Remittance template so we have a little bit of ...
Guest over 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

30 day statements

It would be good to be able to send a statement to all customers with balances over 30 days as a batch.
Guest 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 over 7 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 over 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Facility to add payment options to Customer Statement

If we could add all payment option details to the bottom of customer statements then there would be no need to refer to or attach the invoices referred to in statement
Guest almost 8 years ago in IRIS KashFlow / Customers 0 Acknowledged

SHOW VAT ON STATEMENT ?

Customers have requested VAT to show on Statement
Guest almost 8 years ago in IRIS KashFlow / Customers 0 Acknowledged