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Status New
Product IRIS KashFlow
Categories Customers
Created by A Liptrot
Created on Oct 10, 2023

Update all customer information pages at once before clicking "update details" button

Would it be possible, especially when creating a new customer, to input all information on Profile, Options & Other Info pages before clicking the "Update Details" button? At the moment, once you complete the customer details, you can't go to their "Options" page to change the sales code and payment terms. You have to click "Update Details" for the Profile page and then do the other pages. It would save time if it could all be done at once as you used to be able to before the "Customers" option was updated in Kashflow. Thank you

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