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  1. Contacts - View all transactions history & notes from contact record

    22 votes

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    submitted  ·  9 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Tracey Ashton commented  · 

    valid comments and would be helpful - Would be helpful to be able to export the History and Notes report per contact. This would be a useful tool when dealing with Court, debt collection, insurance claims and Company Directors.

    Tracey Ashton supported this idea  · 

  2. History and notes report - Ability to search results by contact on invoice

    6 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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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

    Tracey Ashton supported this idea  ·