Help us improve

Show Custom Customer Fields on the main Customer Profile tab

Would it be possible for you to move / show the Custom Customer Fields (https://app.kashflow.com/customer_customFields.asp?custid=-1) on to the main profile page, once they have been defined?

For example, if I create a custom field called "Company Number" (i.e. for the UK Companies House reference), there then doesn't seem any point that the custom field for each customer is hidden away on the 'Other Info' tab ... it would be more sensible to have them on the right of the main Company Details on the 'Profile' tab so that the custom fields get used and don't get missed out.

  • Guest
  • May 6 2019
  • Acknowledged
  • Attach files