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KashFlow Ideas

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Status Acknowledged
Product IRIS KashFlow
Categories Dashboard
Created by Guest
Created on Feb 11, 2019

Global document format change - not manually by customer!

In settings for PDF Themes I changed to use the 'Clean' Theme to my default expecting that this would actually be the new default for ALL documents produced from that point going forward.  Apparently not so.  i would have to go into every one of hundreds of customer records manually to change them to use the new theme!!!

 

This is not helpful at all :(  

 

Please make it so that a change here then uses either the 'Clean' or the 'Classic' theme for all future documents.  You could even add a flag to say if that is what you want to do.

 

I think this is a poor piece of design that should be very easy to fix.

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