Improved client and supplier search when entering invoices/purchases
Currently, when entering invoices, the 'customer' field allows you to start entering the customer name.... and as you do, it presents the customer names meeting what you have entered.
The problem with the current search is it is not able to find c...
When clicking on the customers icon which displays the list of customers is there any way of also displaying here the first line of their address to easily be able to identify customers with the same surname.
We have recently migrated to your updated package. There is no option to view list of mutli month customers which is papramount for our operation. Please add.
Customer details saved in customer profile when creating an invoice
If the customer address & contact details are entered when creating an invoice, then the details should be saved either automatically or by giving the operator the option to save to the customer profile. Sometimes a Update Customer Records opt...
Changing customer info wiithout changing historical information
Recently we had a customer who slightly changed their contact details. Not a new customer, same one, so we did not want to change historical information, only going forward. We did not want to add then as a new customer as they were already an exi...
Invoice list does not show 'supplied to' when more than one contact is entered
Invoice list does not show 'supplied to' when more than one contact is entered. When one contact is entered this field is filled, but when a second contact name is entered nothing shows here. This is an anomaly.
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...