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Customers

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Create a customer status button to allow a customer to be labeled as a 'lead' rather than a customer when we haven't had any transactions with them

At present Kashflow only allows customer status to be either active (Kashflow default, no choice in this) or archived (which in Kashflow has limited effect / doesn't work very well) - in the real world we have different interactions with our 'cust...
Rob Smith over 6 years ago in IRIS KashFlow / Customers 2 Acknowledged

Amend Columns visible of Client invoicec summary, as well as Invoice summary list. ie swith PO Column for a Custom or SOW type field. Same applies for Supplier Purchase columns.

This would benefit us from a perspective of visible details. ie, while useful, Client/Supplier PO numbers are not the same as our SOW index or invoice details. This would remove the need for this to be duplicated just to be visible in reviews. In ...
Noel Gorvett over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Transferring credits between customers or suppliers

It would be useful if we could transfer a balance on a customer account to another account without having to split payments on in the bank. When we have client with more than one account with us, they tend to pay both accounts' balances with one p...
Gethin Davies over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Export only current customer data, excluding archived customers

This would be useful to only export current customers so that I'm not sending group information to people that are no longer part of our business.
Alastair Duncan over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Customer pagination as numbers instead of arrows

It doesn't make a difference to most people, but if you have lots of customers on a certain letter, it's extra clicks than it was before in 'old' Kashflow to reach accounts that are beyond page 2. Before, you had [1] [2] [3] [4], so if you new you...
Guest over 6 years ago in IRIS KashFlow / Customers 2 Acknowledged

Sub Accounts for Different Projects

Our business offers multiple services and different people are responsible for the invoicing of these. It would be helpful if we could assign separate email addresses for the different facets of the business so that responses could go to the relev...
ceri jones over 6 years ago in IRIS KashFlow / Customers / Invoicing & Quotes 0 Acknowledged

Make additional contact email searchable in Search Customer field

Seems to be a snagging issue with the Search Customer field - sometimes doesn't come back with any results, e.g. an additional contact email was not rendering a result.
Guest over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Improvements to Contacts

Option for primary contact to receive invoices or not. Option to view contacts in a list rather than in the form Fields for telephone number, email address, fax and web address on Customer Company details. Additional fields for contacts, e.g. job...
Julie Shepherd over 6 years ago in IRIS KashFlow / Customers / Suppliers 0 Acknowledged

Would it be possible to create a pricelist for a customer

when invoices are raised, you could select the price as quoted to a specific customer
Guest over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Add Projects to the "Sales" user profile

Alison Deverill Jul 10, 14:49 BST I have set up individual users for KashFlow and would like to create an access for our project managers which is Sales but, with access to Projects.Being a small design company - the Project Managers also create...
Guest over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged