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