Contact details don't have a field for Job Role which is pretty essential. It would also be useful to have a separate telephone field for the customer than the primary contact because each contact may have direct dial numbers.
Download and Upload facilities for Customer CONTACTS
There is currently a facility to download customer details, but NOT the individual contacts. Similarly, customers can be uploaded, but contacts cannot. It would be really helpful to have this facility available.
Take me back to customer module when canceling an invoice or quote
I will always start the writing of an invoice or quotation from a customers page (ie the customer module). If I decide I want to cancel either the invoice or quotation whilst writing it, Kashflow defaults to either the invoice or quotation modules...
You have recently added multiple contacts for a single customer. This does not resolve the issue for users. In large organisations invoices need to be able to be sent to different contacts. At present all KashFlow can do is send the invoice to con...
My client would like another column in the customer view. They currently have CODE/NAME/VALUE/OUTSTANDING AMOUNT. I would like to add "contact" in here as my client will have multiple customers with the same name but different contacts on each one...
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...
To be able to send invoices or quotes to individuals which are linked to a Head Office account, so that follow up e.g. monthly statements for all sites are sent to one central address in one document not multiple quotes & invoice attachments
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Acknowledged
