Contacts - Activity and transactions browser
I would like to see the specifics of the contacts activity on the main page of the contact. Currently you need to click on each transaction to see where the transaction was allocated. It would be nice to see it all on one page. It would be helpful if it was editable from that page as well. Instead you have to click again to edit the transaction. Currently in Quickbooks you can view/edit from the main client screen. I always appreciate less clicks. :D
Jessica Glover
shared this idea
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Ben Cannington
commented
Can we add more functionality to the customer dashboard. For example we currently see "Cash In" for last 12 months but no total for last 12 months. Also what about a list of products or product groups that customer has brought over last 12 months (or customisable period).
The basis for this request is when a customer calls, you can very quickly see how important this customer is...
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T P
commented
Give us a summary snapshot for a contact. Example: Jane Doe Total Profit (or Loss), Total Number of Transactions, or something that makes sense to have available.
Also, please allow us to sort tables by date in transactions...