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