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Default Time Period for transactions on the customer screen

There should be a way to change the default “Time Period” on the Transactions screen of the Customer Details page - or at least default it to something more sensible.

I regularly go in there to find the last invoice we sent to a customer. But because it always defaults to “This year” the last invoice rarely shows (right now, ’this year’ is only 4 days worth of time and there are at least 3 months between customer invoices - often 6 or a year).

So, I always have to change it to something else (usually ‘All’). As if this wasn’t annoying enough, where that drop-down is depends on the width of the browser, so every time I go to that page I find myself hunting for it.

  • Rob Wheatley
  • Jan 4 2024
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  • Guest commented
    16 Feb 01:22pm

    I also find this very frustrating!

  • Georgie H commented
    5 Jan 12:21pm

    I second this, I find it extreamly irritating it doesnt default to show all and if you need to then the option to reduce the time period.