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Customers

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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...
Rob Smith over 6 years ago in IRIS KashFlow / Customers 0

Customer Contact View

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...
Kirsty Willis almost 7 years ago in IRIS KashFlow / Customers 1 Acknowledged

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...
Rob Smith almost 7 years ago in IRIS KashFlow / Customers 0 Already exists

Add VAT status to customer account

Able to set the applicable VAT rate to the customer account instead of altering each line on the invoice. For example if invoicing a charity who has supplied Charitable VAT Exemption Certificate the VAT rate would be 0%. if you could do this then ...
Guest almost 7 years ago in IRIS KashFlow / Customers 0

Creat a link between 'Customers' and 'Source Name'

At the moment we have to manually input a value to a 'cost of a sauce' name, whilst the 'value' section is calculated automatically. Can we not have both sides calculate automatically? So for example If i create source 1 as TV_adverts and source 2...
Michael Smith almost 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Edit list of countries

We have a customer who has listed his country as 'South Korea' and I am unable to enter this exactly as he has requested.
Guest almost 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

List Archived Customers Separately

We are trying to tidy up our records, so we started to archive some of our old customers. However, these customers still appear ins search results even when archived, which can lead to colleagues entering invoices on to the incorrect customer. I t...
Guest almost 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Customers Searchable in Alphabetically Letters

This was on the previous version.
Guest almost 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Add Aland Islands to list of Countries

I have a customer in Aland Islands - this is not shown in the country dropdowns.
Rich Mellor almost 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Add quote download to invoice download in customer module

When you click on the download button in the customer module you are given the option to either download all or to download customers selected by invoices between two dates. It would be really handy if there was also a third option to download cus...
Rob Smith almost 7 years ago in IRIS KashFlow / Customers 0 Acknowledged