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Multiple Customer Contacts

Add the ability to create more than one contact record for a customer
  • Guest
  • Jan 10 2017
  • Released
  • Jan 9, 2018

    Admin response

    Great news - we are working on this at present, it will be released in Spring 2018.

  • Attach files
  • Paul Cripps commented
    11 May, 2018 08:49am

    This implementation is really poor.

    You can only select whether additional contacts receive invoices. This means that any invoice created has to be sent to all the contacts set to receive emails. You cannot select which contact to send an invoice to.

    This is especially important for recurring invoices which are sent automatically. You do not want invoices containing sensitive information sent to contacts that do not need to receive the invoice.

  • Paul Cripps commented
    24 Apr, 2018 10:53am

    Spring is here. Any news on when this update will be released?

  • Guest commented
    5 Mar, 2018 12:11pm

    If this is to be released in Spring 2018, is this on the new Beta Test pages? If so, I'll happily try these out as this is a major issue when trying to contact different departments. 

  • Richard Grosse commented
    9 Jan, 2018 05:06pm

    thank you - finally!!

  • Richard Grosse commented
    9 Jan, 2018 05:05pm

    So, ONE YEAR AGO you said that you were working on it - why has nothing happened? This is a seriously irritating flaw... do you think that every company only has one contact? Some of my clients have 15+ contacts who I have to deal with so I can't do reports company wide, or statements or anything - I've had a client complaining to me about multiple auto reminders asking for a monthly statement, and doing this for 12 contacts will take up precious time and likely cause confusion at the client end - WHEN WILL THIS BE FIXED???  I hear that Xero has a sub-customer function and as such I'm now considering moving over to them, which is stupid for such a minor fix - can you not create a sub-customer function? or a merge customers to one master company function? Or aren't you making enough money from us all to invest in helpful development?

  • Richard Grosse commented
    9 Jan, 2018 10:23am

    What is the latest on this - I'm looking at other options like Quickbooks which has a 'sub-customer' option.  if you're going to fix this then I'd be happier staying with Kashflow, but if not then I'll be migrating to Quickbooks soon... please update me

  • Alex Driver commented
    10 Nov, 2017 11:59am

    This would be great, and then the ability to select which contact the recurring invoice went to!

  • Guest commented
    9 Aug, 2017 03:15pm

    @Ian Devereux
    Longer than 2 years... There are a number of suggestions on here that I created some 3-4 years ago on the old Kashflow User Voice system, that was replaced by Canvass. This is one example of my suggestion, directly copied over to Canvass, but obviously I lose credit for it as it simply assigned to 'Kashflow Product Manager'.

    I wouldn't hold your breath on this, or multi-user access, or multi currency bank accounts... all my suggestions, all still pending 4 years later.

    We are actively looking at alternatives to Kashflow now.

  • Ian Devereux commented
    1 Aug, 2017 10:33am

    This doesn't inspire confidence! I asked support about this issue and they replied:

    "I am afraid that at the moment this feature is not something that we are able to offer.
    This does seem like a good idea though so it would be great if you could add your suggestion to our Canvass site where KashFlow clients can share ideas directly with our Product team.
    Sorry I couldn't be more help with this but feel free to let me know if you have any other questions"

    And here I find it's the top item and users have been asking for over 2 years!

    Is there any point if you're not even addressing the highest requested update?

  • Guest commented
    10 Jan, 2017 09:10am

    This has been a request for over 2 years now and still hasn't been implemented despite many other features that haven't been requested being implemented over the last year or so. This is a critical flaw within the Kashflow software. As well as multiple contacts, it is necessary to identify which are financial and which are operational. At the moment all payment reminders go to the main operational contact which is unsatisfactory. There needs to be a way of identifying which contact will receive payment reminders.
    Thanks, Paul

  • Guest commented
    10 Jan, 2017 09:10am

    Hi Paul,

    Thanks for your feedback. Unfortunately this isn't a quick fix and we do have to prioritise functionality that relates to compliance and to KashFlow's primary concern, bookkeeping.

    Multiple customer contacts is something that hasn't fallen under KashFlow's remit until recently since our user base has experienced a lot of growth, in the past this was regarded as a job for a CRM system rather than a bookkeeping platform.

    It is under consideration but unfortunately we cannot guarantee its delivery on the short term roadmap.



  • Guest commented
    10 Jan, 2017 09:10am

    I have to e-mail invoices and statements to the head chef - who looks after the day to day budget - and to the accounts department who make the payments. This makes it a bookkeeping function and as such a primary concern. A single contact field is limiting - to say the least.

  • Guest commented
    10 Jan, 2017 09:10am

    When working for commercial clients, we generally email the quotation to a point of contact within the organisation, and then email the invoice to the accounts department upon completion of work. It would be great to be able to input a seperate client email address for an accounts department for the organisations we work for. FreeAgent does this.

  • Guest commented
    10 Jan, 2017 09:10am

    I think that this should a feature where you can put someone else details ie. Manager or neighbour or head chefs telephone number

  • Guest commented
    10 Jan, 2017 09:10am

    On March 31 2015 your reply to multiple customer contacts was - Creating multiple customer contacts involves a re-structuring of our customers area from the ground up, which has a strong presence on our product roadmap.

    That is 18 months ago and it appears that nothing has changed.

    Multiple contacts is very important to every business not just my business.

    I need names such as:-

    Purchasing could be 4-5 buyers

    Each of these contacts will have seperate tel and email addresses.

    Can we have an update as to when this road will be started please.

    Thanks very much

  • Guest commented
    10 Jan, 2017 09:10am

    Paul Long on 8th July 2015 said it had been 2 years since he asked for multiple contacts therefore that is 3 and a half years since it was first asked for. That is a long time for people to be asking for and nothing getting done.

    Can we all have an update please

  • Guest commented
    10 Jan, 2017 09:10am

    I'm seriously considering finding alternative software due to the embarrassment this causes when finance departments ask me to send them the invoice reminders and I have to explain the software I use is incapable. The excuse of building from the ground up is an excuse. About 18 months ago after this request was already in the tol 3 on the old system, Kashflow built a whole new system so could have done it then. It is a very simple case of adding in a new table of contacts linked to the customer. It comes across to me that Kashflow don't see it as a priority because it's not profitable yet a massive hike in annual fees has just been imposed on us.

  • Guest commented
    10 Jan, 2017 09:10am

    please could you post an update on this requested feature

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