Settings and activity
1307 results found
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83 votes
Freya Pieroz
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2 votesFreya Pieroz
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9 votesFreya Pieroz
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6 votesFreya Pieroz
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63 votesFreya Pieroz
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2 votesFreya Pieroz
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6 votesFreya Pieroz
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65 votes
An error occurred while saving the comment Freya Pieroz
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50 votesFreya Pieroz
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An error occurred while saving the comment Freya Pieroz
commented
@Kelly Munro surely receive money transactions should cause a contact to be classified as an entity that sends me money ie a customer?
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12 votes
Not a capture all but maybe a step in the right direction for now that could help, Maureen - Smart Lists could help you get a view of the customers that you've not sold items to recently.
You could run a New Smart List to view Any customers who have Not Purchased Any items In the last year - Find out more on Smart lists here.
An error occurred while saving the comment Freya Pieroz
commented
@Kelly Munro that only works if your customers are purchasing tracked items. I've not yet found a combination of available filters that allows me to find suppliers, nor have I found a combination that allows me to find contacts where the transaction list is empty, or is empty for a given timespan.
Freya Pieroz
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5 votesFreya Pieroz
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128 votesFreya Pieroz
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5 votes
Appreciate how enabling your customers to update their own contact information would be helpful and save steps to keep accurate information and interact with your customers.
We don't have any direct plans around this atm, however we'll continue to track the interest this idea builds through the community and share if there are any updates.
Freya Pieroz
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46 votes
An error occurred while saving the comment Freya Pieroz
commented
It's been nearly nine years since this was first requested as a feature.
I came here today to request it anew, because a client has paused a repeating purchase and when they start it up again, I don't want to unnecessarily duplicate the work I did setting that repeating bill template up 18 months ago. (and if you can do it on repeating invoices then the capacity should be there to do it with repeating bills, so why duplicate the feature request?)
Freya Pieroz
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5 votesFreya Pieroz
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25 votesFreya Pieroz
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11 votesFreya Pieroz
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94 votesFreya Pieroz
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219 votesFreya Pieroz
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33 votes
An error occurred while saving the comment Freya Pieroz
commented
If [Day] was available as a placeholder, then we'd be able to use something approximating [Day-1] [Month-1] to get the right reference for a recurring invoice scheduled to create itself on the first of every month.
But it's not.
Freya Pieroz
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YES! Every time I have to do something for a client that needs me to know which Award their employee is covered under (or not), I have to look it up separately for each employee. Like when the minimum wages for people covered under a particular Award go up, checking individually who is covered at what level under which Award and then individually making sure that they're being paid at least that much is SO TEDIOUS