Customers

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Allow customers to see the sales code

It would benefit the customer in seeing the sales code plus the description

Guest about 6 years ago in IRIS KashFlow / Customers 3 Acknowledged

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 about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

1 VOTE

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

1 VOTE

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

1 VOTE

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

1 VOTE

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 over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

1 VOTE

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 over 6 years ago in IRIS KashFlow / Customers 2 Acknowledged

1 VOTE

MULTIPLE EMAIL DIRECT FROM CUSTOMER LIST

A FACILITY IS NEEDED TO ALLOW KASHFLOW USERS TO BE ABLE TO EMAIL CUSTOMERS EITHER INDIVIDUALLY OR MASS DIRECT FROM CUSTOMER LISTINGS

Guest over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

1 VOTE

Send estimate to customer and when convert to invoice it sends to their accounts dept, different email address

Some customers would like the estimate to go to one email address and when it converts to invoice they would like it to go to their accounts dept emails. So having the options for emails to go wherever you need them to go rather having to manually...

Guest over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

1 VOTE

Adding Fields to Customer Profiles

I would like there to be a feature whereby you can add a field on the customer profile so when you export the customer data you can search by different fields such as source/industry.

Guest over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

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