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The ability to view notes of an invoice/Qoutes/Customer in the reporting section

When looking at any of the reports that are related to the customer invoices, I think it would be useful to have the ability to be able to see notes relating to a specific invoice as to why there were potentially any issues with that invoice, that can be seen at a glance rather than having to go into every single account to look for notes.
  • Steven Lloyd
  • Jan 10 2017
  • Acknowledged
  • Jan 10, 2017

    Admin Response

    Hi Steven, The reason we havent added additional columns into our reports is that they already contain a large amount of information and adding additional columns is not feasible at this time. Unfortunately for more in depth reporting you would require a CRM system that will enable you to track customer issues for example. we cannot hold any information on notes etc anywhere other than the customer record.
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