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Re: New Supplier / Customer views - Default to "Transactions" rather than "Profile"

When you search for a customer or supplier, 99% of the time you are looking to add a new purchase or create an invoice or view an existing transaction... Once a year you may want to update an email address or phone number so this current default seem illogical. 

  • Guest
  • May 11 2018
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  • Guest commented
    May 12, 2018 15:44

    also you don't need all of the customers financials on show it was fine how it was 

  • Guest commented
    May 13, 2018 14:28

    I used to use “previous invoices and previous purchases” tabs all the time. It used to show a list of invoices for each customer and how long it had taken them to pay. Similarly, there was a list of receipts under the purchases tab. This needs to be put back.

  • CEO commented
    June 20, 2018 09:07

    Who needs to see a customer profile every time? Virtually no one I would guess. Please please, let's go straight to transactions. Cut out that extra step.

  • Charles Hewitt commented
    July 4, 2018 10:31

    Please merge with my suggestion

    https://kashflow.ideas.aha.io/ideas/KF-I-4942

    In particular:

    The default list of Transaction is 'This Year', come Jan 2019 by default no transactions will be listed and the fiddly way to change the default date is to select the changed from date AND click run.  It would improve the work flow to list by default the last 12 months of transactions (or at least have that as an option) AND initiate the run action on a change of date and remove the Run button.  This would reduce the mouse interactions required by half.  The drop down options include Last Year, but this list Last years transactions and no the most recent, a 'Last 12 Months' would accomplish this.

  • Guest commented
    July 4, 2018 11:37

     Agree So much better as it was!

  • Guest commented
    July 25, 2018 12:08

    Please can we have it as it was so much easier. The new dating system is so confusing on suppliers and customers.