Contact record - filter view based on activity type
When viewing a Contact's record, the activity can appear cluttered with every single change made, including adding planned payment dates, removing planned payment dates, adding invoice notes, editing the contact's record etc.
It would be good to be able to filter this page to look at say Bills Paid and Invoices Paid only; or Invoice Sent only.
As it works now, for a very active contact, this can quickly become difficult to navigate.
Jo Russell
shared this idea
Thanks for your feedback and sharing your idea in the forums here, Jo - As part of our work for 'building on beautiful' a contact record is the next page in this space that'll be getting a new look.
Though a little too soon to confirm what it will look like, I can say that the page will be cleaner, with filters to help with viewing what is shown on the page.
I'll keep you updated, here 😁
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Miranda Wilson
commented
Although this issue is somewhat different to mine it does bring into question the way we use the contacts page. Which is the same general area I'm querying.
I want to customise the layout of the contact's page so when I'm viewing a list of expense claims in a specific contact's account I can see the nominal code that each is raised to. I had filtered the results on a contact's page to show a week of expense claims from a subbie. Is there a way to
- See the description of the claim or the nominal code without going into each individual invoice/bill?
Or is that a 'no' as part of the overall inability to customise the view? -
Gill March
commented
I agree - it is very cluttered with Notes all the way through an active customer account. Please allow to filter or just put an activity only tab as well. Reports also need more filters eg to be able to split GBP and separate foreign currency for bill to pay etc. Can we filter bank payments from Credit card payments and Direct Debits, so we can run proper reports for each type of payment please?
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Nichole Sepulveda
commented
Would love a filter in the contact record, especially for date! Thanks
