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Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit KF-I-4962 Allow default Start Date under Customer Transactions to be changed.

take away the initial selected date search when looking at the clients 'transactions' Merged

you have changed the 'transaction' page to you initially choosing what we see 'dates'

we then have to change the date to see what we want to see,

 

why cant we just see them all like is was before but the date search option be there if needed

 

this is grating on me every time i want to view a clients quote or invoice 

having to select dates because you have restricted this

its very time consuming when you have to do this every time you want to view an invoice or quote

making work life more difficult

  • Guest
  • May 31 2018
  • Released
  • Nikki Kent commented
    6 Jun, 2018 01:08pm

    I agree, at least give us the option to view 'all dates' in the date selection dropdown.

    We deal with returning customers who cant always give us a transaction date, it's very time consuming to have to search through each year or input a start date to get all information. At first view it looks like there are no invoices at all for an older customer.

    Also I really don't like the fact that payments etc are recorded as a seperate transactional line, it creates a confusing view. All I want to see is a list of invoices as before.