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My Ideas: Customers

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Customer List by Division/ Mailchimp integration

I wish to contact customers in a division of my company to alert them to changes taking place. Our customers are designated a division using the Default email template and/or PDF theme. Can these fields, and others in the customer options be inclu...
Guest almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

New Customers can input their details into your system before you invoice them

This would be useful for customers to fill out a type of 'contact form' as inputting manual data is very time consuming for a small business when we don't have the resources to hire someone to do this for us. It saves time with mistakes and it wou...
Guest about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Searchable custom fields

We use membership numbers to identify customers. we have generated a custom field but this is not searchable from the customer search bar.
Guest about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

New Invoices are created with the name of the first customer in the list - this can create errors when generating large number of invoices

New Invoices are created with the name of the first customer in the list - this can create errors when generating large number of invoices with multiple customers. It would be better to create the new invoice with blank fields.
Paul Roycroft about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Feature to combine duplicate accounts to one account if all have the same email address

It would be great for a feature to combine accounts so we don’t have duplicate accounts being created for the same customer with the same email address. Please can you add this? EKM just created one and it works instantly combining all the custome...
Guest about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Option to remove certain customers from overdue invoice notifications

At the moment you can set up automatic reminders to customers who have not paid their invoices. Some of our customers don't need to be chased, or have bad debt etc. We need an 'opt in' button or similar so we can select who needs these reminders...
Guest about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Only Include E-mail Address For 'Receives Invoices' When An Invoice Is Sent

If we have a client contact on KF, plus a separate contact on the same account, marked as 'Receives Invoices', we have to manually delete the 'Receives Invoices' e-mail address whenever sending quotes, or our clients accounts department will also ...
Guest about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Sub Customer Accounts

Have a main customer set up and be able to add sub-customers under the main customer, so that customers that are part of a group but make one payment, all the invoices that relate to this group can we seen together.
Guest about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

supply to customer but invoice to another address or person on sales invoice

I have an estate agent who needs to be a supply to customer on the invoice and invoice to separate company ie landlord or company Should be useful to be able to link customer database to allow different customers Needs to show on invoice suppl...
Guest about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Create a Delivery Note which can be converted to an Invoice

To create a Delivery Note without pricing when sending orders out, prior to issuing an invoice. The system could then allow the Delivery Note to be converted to an Invoice with relevant prices quoted.
Guest about 6 years ago in IRIS KashFlow / Customers 2 Acknowledged