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Settings and activity

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  1. Contact List - Viewing notes from the Contact List

    47 votes

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    submitted  ·  10 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Karin van der Lee supported this idea  · 
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    Karin van der Lee commented  · 

    The History and Notes section needs to be put back into the Invoices Activity section. This function was always available. This is vital for credit control, the notes are stored against a certain invoice and is not easily found. This is such a huge step backwards from what it was.

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

    21 votes

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    submitted  ·  9 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Karin van der Lee commented  · 

    Ability to view all notes posted under history is essential and it used to be an option available previously. This is a step backwards and highly recommend a change.