Would like Income by Customer (and expenditure by Supplier) report to be able to show values by month ie. if you select a period of 1/4/21 - 31/3/22 that it would show as below:- Customer Name Apr21 May21 Jun21 Jul21 Aug21 Sep21 Oct21 Nov21 Dec21 ...
In the Transactions page in customer section, add the option to view 'lifetime' activity
Can you add the option in the customer transaction activity section to have a 'Lifetime' option in the drop down menu when your selecting the time period to view as it's time wasting to have to add the start and finish dates when I just want to se...
Great - we can now have multiple Contacts for a Customer
Now can we associate an Invoice (and Quote) with a particular Customer Contact - this would mean
the Invoice is marked in some way as being associated with that Contact,
emails to the Cust...
Add a check box next to email address for customers who have opted in to receive marketing emails
I diligently add all email addresses to my customer records. Obviously essential for communicating about invoices due etcc. Occasionally, I want to send offers to my list. I ask my customers in advance if they're happy to receive but have no way t...
Allow Customer List (and Supplier List) to be Sorted by Date Added
I sometimes add several customers in one day and then go back the follow day to create a quote. I can't always remember the names and it is frustrating trying to find them again. Could be solved easily by having a Date Added column and allowing so...
To change the 'Last year' and 'Last month' search parameters
When looking at customer and supplier accounts, I notice that selecting 'Last year' or 'Last month'., the page shows literally the previous year, ie. only invoices for calendar year 2017, or calendar month April. I think it would be far more logic...
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