Settings and activity
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40 votes
Sarah Singleton
supported this idea
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31 votes
An error occurred while saving the comment Sarah Singleton
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HISTORY & NOTES in Contacts for invoices/credit and general comments on the account
I and my colleague want to place a suggestion regarding the way notes are displayed on the newly formatted Contact's page (as of 10 August 2023) .
Previously they were in chronological order amongst the transactions and it was easy to see what invoice or credit each note related to - we liked this! We could communicate any action we taken on various documents for each other to see.
Now they are not in amongst the transactions and do not even have a corresponding invoice/credit number next to each note - how are we to know when we look at the list of notes, which invoice/credit it relates to?
Can we have a filter so we can include notes with the transactions and add the corresponding invoice number the note relates to?
Or at least in the newly positioned list of notes - include the invoice/credit number it relates to please.
Than you in advance
Sarah Singleton
supported this idea
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Invoice reminders sent dependent on brand of invoice would benefit our company - a certain client type are slow payers and have a small window to pay us - we would like them to receive an invoice reminder daily. But would not do this to our other customers who are good payers and receive different services.