Allow customers to be sorted by date added and not only alphabetically
I am more likely to be searching for a recently added customer than the customer beginning with the letter A. Show the date added. Sometimes this is useful to jog memory about the customer. Still retain the ability to sort alphabetically, of course.
Allow contact details to be separate from customer account name
At the moment, to get your customers listed alphabetically, you cannot use Mr or Mrs as part of the customer name, as alphabetically they appear under the Mr M rather than Smith (Mr M Smith)
Facility to add payment options to Customer Statement
If we could add all payment option details to the bottom of customer statements then there would be no need to refer to or attach the invoices referred to in statement
My Reps are always asking for their customers turnover rather like looking at Aged Debtors Creditors report presently it is very difficult to give them information easily Steve Taylor
Once invoices are matched/reconciled through the bank feed it would be great if there was a simple way or an auto process that issued a 'thanks for your payment' email that gives the amount paid and the invoice numbers that it has been matched to....
Hi
Whilst not a priority it would be very useful to be able to set validation on the custom customer fields as created in Settings, Customer fields.
For example field type create as Date - this would only permit valid dates to be entered , op...
Kashflow's "sources" for customers is really handy but I think it would be more useful if the set up could be changed to link it to direct suppliers. This would make it easy to work out what any particular Source has cost (and what income they hav...
When clicking on the customer you can see there aged debtor days, but there is no way to pull a report for certain periods. Would be really useful for the management account queries.
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