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Unified Customer & Supplier Accounts

Sometimes I have clients who are also suppliers. Would it be possible to have a tick box in their details to be Customers as well as Suppliers to save putting the info in twice?

Guest
Jan 10 2017
Will not implement

IRIS KashFlow / Uncategorised

Jan 10, 2017

Admin response

Hi Neil, After consideration with the development team it was decided that such functionality should be included within a CRM system and not a bookkeeping software. We would therefore recommend using a trusted integration such as salesforce or ZohoCRM to allow this?

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Ken Callaghan commented

August 03, 2020 11:26

Can't see why this would not be implemented. It's on Sage, Quickbooks and Xero and would be very straighforward technically.

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