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Status New
Product IRIS KashFlow
Categories Invoicing & Quotes
Created by Anonymous
Created on Oct 18, 2023

Seamless customer management: Keep profiles open after updating, saving time and frustration when generating quotes

When I create a customer and hit the "update" button after inputting their details, their profile immediately disappears, which means I have to then search for the customer again to produce a quote. This is quite frustrating. Is it not possible to remain on their profile after the 'update' button is pushed, leaving only when i choose to.

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