Submit Idea
SUBMIT IDEA

Customers

Showing 246

Add telephone numbers and emails to Packing Slips

We use our packing slips a lot. It would be useful for the customers telephone number/email to be displayed on the packing slip so when we send the orders to our carriers we don't have to supply the number separately
Guest over 6 years ago in IRIS KashFlow / Customers 0

Multiple email addresses when emailing out an invoice rather than having to cc or bcc each time

I have certain customers who want emails sent to 3 different people each time
Guest over 6 years ago in IRIS KashFlow / Customers 1 Already exists

Customer Bulk Update Facility

Having imported around 400 customers onto Kashflow, I then created a new default PDF for invoices and changed the HTML code (to include delivery address) and in addition changed the default payment terms from 28 days to 30 days as a system wide se...
Guest about 3 years ago in IRIS KashFlow / Customers 0 New

Choose if a field is mandatory in customer profile

I would like to make email addresses mandatory in customer profile so staff can’t add a customer without an email adreess.
Anonymous about 3 years ago in IRIS KashFlow / Customers 0 New

ability to export a list of Customers by status ie ARCHIVED or UNARCHIVED

At present there is only the ability to generate a report of All customers or customers who have been invoiced between specific dates. There is already functionality to actually ARCHIVE customers in the Customer section of the system, but there is...
Jo Triner over 3 years ago in IRIS KashFlow / Customers 0 New

Correct application of payments on account and vat

VAT on payments on account from a customer are logged on a VAT return when received, as they should be when cash accounting for VAT. When they are then matched in the future to the sales invoice, if it is not the exact amount, it may create an ove...
Guest over 3 years ago in IRIS KashFlow / Customers 0 New

Add extra box under customer profile additional contact

The ability to send a customer sales order to a selected contact. I.e. on the customers profile tab, under Additional Contact, add a new tick box below "Receive Invioces" labelled "Receive Sales Orders". This is very useful if your client requires...
NKB over 3 years ago in IRIS KashFlow / Customers 1 Acknowledged

Maps re-introduced to customer profile

During a recent update the maps function was for some reason removed from the customer profile page, I used this function on a daily basis to get a rough idea of my customers location, which helped me to plan delivery routes, it was really helpful...
Guest over 6 years ago in IRIS KashFlow / Customers 0

In the Transactions page in customer section, add the option to view 'lifetime' activity

Can you add the option in the customer transaction activity section to have a 'Lifetime' option in the drop down menu when your selecting the time period to view as it's time wasting to have to add the start and finish dates when I just want to se...
Guest over 6 years ago in IRIS KashFlow / Customers 0

Add a check box next to email address for customers who have opted in to receive marketing emails

I diligently add all email addresses to my customer records. Obviously essential for communicating about invoices due etcc. Occasionally, I want to send offers to my list. I ask my customers in advance if they're happy to receive but have no way t...
Katrina Boydon over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged