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Status Acknowledged
Product IRIS KashFlow
Categories Customers Suppliers
Created by Guest
Created on Jan 10, 2017

Notes - Ability to edit notes

Notes - Add a note to contact.
Once you add a note to contacts it cannot be edited the only option is to create a new one each time. I think this function should already have been available, not sure why it isn't. Can we please have "Edit Notes" please.

Thanks

Wayne
Hypersonic IT Ltd
  • ADMIN RESPONSE
    Nov 7, 2017
    Hi Wayne, Thanks for getting in touch. The problem here is that the notes area is not audited in any way, therefore any changes to notes would not be tracked. Hence why we haven't made the notes editable. If we do get a number of requests for this we can certainly look at making a change, but any alteration here would obviously be felt by all of our users, so we must consider this one carefully. Many thanks for your suggestion
  • Attach files
  • Debbie Walsh
    Reply
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    Jan 29, 2021

    Totally agree. This function use to be available in older versions - we lost if when we had to upgrade to handle BREXIT. We always add more information into the automatically generated note . This is a restoration of existing functionality - not a new request.

  • Guest
    Reply
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    Dec 18, 2019

    Still want to be able to edit notes. Such a basic function, come on Kashflow!

  • Ian Devereux
    Reply
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    Sep 12, 2018

    This seems ridiculous and a basic function for a notes field we use them extensively in debt chasing. The ability existed in the original KF "Klassic" so why break something that worked?

  • Guest
    Reply
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    Feb 22, 2017

    We also would like to amend and sort notes.
    A more refined Notes functionality is a good idea.

    This is our issue - We use Zimbra for our emails and wish to cut and paste conversations with in Kashflow, by inserting a note - so they show in date order, would advantageous

    Another issue is we will send an invoice/quote etc.... and unless we copy and paste the email into a fresh note and delete the standard tag message - we would loose to content of the message sent - most annoying and labour intensive :-(

    Thanking you in advance

    Kevin

  • Guest
    Reply
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    Jan 10, 2017

    I imported customers from a CSV file and the comments field appears as an editable field below the update button and above the notes field....the trouble is that it does not appear unless there is an imported note and you cannot make it appear when you create a new customer that is not imported.... it would seem a very small tweak to make this appear by default!!!!

  • +6
4 MERGED

To be able to edit the notes made on customer accounts

Merged
Notes on customer accounts are regularly used and it would be useful to edit an older note rather than creating a new one
Guest almost 8 years ago in IRIS KashFlow / Customers 0 Acknowledged
2 MERGED

Ability to change date relative to notes field, especially invoices i.e. Debt Chasing

Merged
When creating notes i.e. debt chasing, old Kashflow allowed us to edit note and change the date the note is created. Notes cannot always be created on the dates they need to refer to forcing us to put dates in the note field itself which then does...
Ian Devereux over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged