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

    33 votes

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    submitted  ·  11 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    De-Vonia Skipworth commented  · 

    The previous system was part of our debtor management process and a key part of our operational procedure in noting invoices as apposed to working from the contact notes only.
    This improvement requires our whole company to pivot to a new process to ensure we are able to continue to operate compliantly.
    Not happy with this update and loss of invoice notes being shown on the main contact notes

    De-Vonia Skipworth supported this idea  ·