History and notes report - Ability to search results by contact on invoice
Ability to run the history and notes report and search by contact so users don't have to search through all notes.
6
votes
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Tracey Ashton commented
This would help and be invaluable when dealing with Insurance claims and gathering information for debt collection / court cases
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Darshana Govender commented
Ability to generate an audit/change report for a specific contact to see what users have changed/updated bank account numbers.