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Multiple Customer Contacts

Add the ability to create more than one contact record for a customer
  • KashFlow Product Manager
  • Jan 10 2017
  • Under Review
  • Jan 10, 2017

    Admin Response

    Thank you for your patience regarding this functionality. We are very much aware of the demand for such a feature and are exploring ways of introducing such functionality into the application. 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. KashFlow Product Team
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  • Guy Eves commented
    January 10, 2017 09:10

    please could you post an update on this requested feature

  • Paul Long commented
    January 10, 2017 09:10

    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.

  • Gavin R Fisher commented
    January 10, 2017 09:10

    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

  • Gavin R Fisher commented
    January 10, 2017 09:10

    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:-

    Sales
    Purchasing could be 4-5 buyers
    Finance
    Warehouse

    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

  • Diego commented
    January 10, 2017 09:10

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

  • Anonymous commented
    January 10, 2017 09:10

    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.

  • Anonymous commented
    January 10, 2017 09:10

    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.

  • KashFlow Product Manager commented
    January 10, 2017 09:10

    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.

    Thanks,

    Tom

  • Paul Long commented
    January 10, 2017 09:10

    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

  • Ian Devereux commented
    August 1, 2017 10:33

    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?

  • Chris Kennett commented
    August 9, 2017 15:15

    @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.

  • Alex Driver commented
    November 10, 2017 11:59

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