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Search Box for ALL Users
I have 3 additional users on my account who need to be able to find invoices without using invoice numbers yet they don't have a search box option. It is proving to be extremely frustrating for them and me as I am having to search for things for ...
Created 10 Oct 12:57pm by Guest
IRIS KashFlow / Dashboard
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Total value of quotes under catagories/flags
It would be usefull to see the total value of quotes sent or pending a customer decision and total value of quotes won or lost etc. In other words you would be able to see the total value of quotes under a specific category/flag so that you can tr...
Created 24 May 08:23pm by Guest
IRIS KashFlow / Dashboard
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Shortcut from Dashboard for Quotes
I have noticed the financial information on the dashboard short cuts you to the data, however I am using the flags on my quotes and they show on the dashboard but you can not click straight to the data.
Created 20 Apr 10:50am by Guest
IRIS KashFlow / Dashboard
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