Settings and activity
124 results found
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5 votes
Accounts Spartan
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23 votesAccounts Spartan
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8 votesAccounts Spartan
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7 votes
Currently there are a couple of options for some here such as using Smart Lists to run a search to view all customers that have bought a certain item within a period.
Alternatively, you can run Inventory Item Details or Receivable Invoice Details reports could be useful where you can filter by a specific contact, item and/or description to understand what items and quantities of those items that have been bought by a contact with the in the timeframe of the report.
However if you'd like to see this option direct within the contact record, add your support to the idea here and we'll get a better sense of overall interest. 🙂
Accounts Spartan
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7 votesAccounts Spartan
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188 votesAccounts Spartan
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2 votesAccounts Spartan
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6 votes
Do you often find yourself adding multiple new contacts at a time, Karen? While we don't have plans for a save and add another atm, you could either import contacts, or use the create new icon (+) in the blue navigation menu to streamline this process a little more. 🙂
Accounts Spartan
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14 votesAccounts Spartan
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46 votesAccounts Spartan
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11 votesAccounts Spartan
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150 votes
Hi everyone, there’s been a lot of thoughtful input shared on this idea, and we understand the efficiency and value this could bring for teams working with large or fast-changing contact lists.
While this request is not in the pipeline, that does not mean the need has gone unnoticed.
Your feedback continues to shape how we look at these gaps, and we appreciate you taking the time to explain what this would mean for your workflows.
We know this might not be the outcome many of you were hoping for. This idea will remain open for votes so we can continue to capture support, and we'll make sure to post here if the status changes in future.
Accounts Spartan
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4 votesAccounts Spartan
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3 votesAccounts Spartan
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45 votesAccounts Spartan
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37 votesAccounts Spartan
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51 votesAccounts Spartan
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6 votesAccounts Spartan
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15 votesAccounts Spartan
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119 votes
Thank you for the engagement on this idea. We’ve listened closely, and know that being able to export full customer credit information including credit limits and associated credit terms would be a highly beneficial feature for you all that've voted.
As mentioned in our previous update the Aged Receivables Summary report does provide some of the information requested, however we understand that this may not fully meet all your needs.
Our Product team has reviewed this idea and we're updating the status to ‘Accepted’. This is an idea we’d like to develop, but isn’t currently on the roadmap. Please continue to add your comments and votes and if anything changes, we’ll make sure to post an update here.
Accounts Spartan
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