Accounting Ideas

Produce report of contacts showing any Notes recorded in the contact account (like contact address list but showing Notes not address)

It would be useful to be able to have a list of customers who have non-standard invoicing arrangements (e.g. 4-weekly not monthly, different types of sale invoiced to different departments/addresses at customers); this info can be recorded in Notes but no easy way to export or print it

  • Guest
  • Jul 6 2021
  • One For The Future
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  • Guest commented
    7 Jul, 2021 09:20am

    Notes would be useful to look at a glance yes.