Accounting Ideas

Date range when viewing customer activity should be longer

A client has mentioned that when viewing the activity for a customer, under the customer record, they would prefer to see a longer date range than 1 month. Ideally they would like the option to view all data or, 1 year. My client mainly looks back at customer activity to view an invoice from the previous year and uses this invoice to quote for the current year.

  • Guest
  • Oct 19 2020
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  • Guest commented
    6 Jun, 2023 04:38pm

    Can we also change the defaults manually please? No broad search engine available, no direct way to get to a transactions means clicking through modules, then manually changing date every time. Tedious and below what is acceptable in 2023.

  • Guest commented
    20 Feb, 2021 12:19pm

    I have given similar feedback in a customer session with Sage.

    Another possibility here is for the default/an option to be "last 10 transactions" because for 99% of my lookups (customers or suppliers) that would give me exactly the information I want without having to fiddle with date ranges.

  • Guest commented
    15 Feb, 2021 10:42am

    I would like to choose my own default date range, in the various activity tabs, as opposed to the last 30 days.