All ideas

As a broker we deal not only with our customers but our customers customers so to speak - would be great if we could capture this second layer of data more easily than we currently do with a stand alone CRM data base (Capsule).

I would like to have the "Add Additional Text" feature like on the Invoices added to the Statement & Pro-Forma Invoices so that you can add text such as bank payment details so the customers has them at hand.

When posting a bank receipt to a debtors account the narrative could read "Customer Payment" and not "Customer Overpayment". Apparently this can only be changed manually by the user as each posting is made and I find that to be a nuisance.Also, ca...

Hi when sending an email from original email address if you were to enter the recipient email address incorrectly you would be notified and are able to re-submit the email to the correct address rectifying any spelling errors. However on direct em...

It would be handy if you could highlight multiple transactions using the shift key (or something similar), instead of having to tick the box on each individual line.

We need a .csv download from both the summary outstanding Sales and Purchases lists, as accessed from Overview, as these reports do not exist and cannot be generated in .csv via any other reports.

It would be very useful if we can run reports on user activity i.e sales, purchase.

Is it possible to add a column "Outstanding Balance " to the columns in the Invoices window. I see that that column is available in the Customers window.... It would be very useful!! Please let me know if it can be done! Thanks!

When creating a new invoice, have the customer field empty rather than the first customer in the list.

an email icon to quotes as this would save time searching to ensure they have been emaild. like the feature you have for invoices