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  1. Contact report / export - Including credit limits and terms

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    submitted  ·  8 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Jeffrey Pfeiffer commented  · 

    While we can add credit limits per contact, and the Aged Receivables Summary can show credit limits in the report if the contact has an outstanding balance, no where is there a way to see ALL unused credit limits when used = $0. It seems that an easy fix would be to add credit limit to the contact download. HOW EASY WOULD THIS BE? Seems like a quick / easy fix!!!

    Jeffrey Pfeiffer supported this idea  ·