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History and Notes - Filter by action

Filter history and notes by Action and display sales invoice number. Enable the report to export the to Google Sheets/Excel.

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Deana Clement shared this idea  ·   ·  Report…  ·  Admin →
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  • Suzette Edwards commented  ·   ·  Report

    It is crazy to not be able to filter History and Notes by notes. What good does a note do me if I either have to:
    1. Go to the customer to see if there is one OR
    2. Have to read through all of the "Edited", "Credited" etc just to find the notes.

    Also make it so the notes can be filtered by customer/supplier. Notes do absolutely no good if they cannot be accessed or looked at easily.

    The attached has been filtered so the type is ONLY customer. I highlighted the items that are desired. All the rest is useless and makes finding what I want time consuming. It is worse if I'm looking for notes on an invoice.s

  • Hayley Martin commented  ·   ·  Report

    This latest development that has split this info is a huge backward step for credit control. I have also seen other discussions on the same topic. There is no way of viewing invoice overview activity as there was previously.

  • Kim Peters commented  ·   ·  Report

    I can help with this one.

    Filter by action such as 'Delete' to expand the number of results you get. At the moment, your 1000 transactions limit makes it impossible to see all the actions taken on a particular day if they exceed 1000. It's ludicrous!!

  • Maureen Greaves commented  ·   ·  Report

    History and Notes - Export functionality for History & Notes JUST released recently. Is there a way to display the invoice number and also filter by 'Note'. Have these included in the export to excel file.

  • Sue Green commented  ·   ·  Report

    can we also have a cloum with the Nominal Code and the date of the transaction too PLEASE

  • Louw van Wyk commented  ·   ·  Report

    I need to see which of my sales people did what? In other words a simple extract by username and ID who created what quote, when, date, price, product, discount etc.... Why is this something I have to ask for - surely a very basic report writer can do such a report in 10 minutes....