Accounting Ideas

Improve: Contacts - Customer & Suppliers tabs : limited space, poor layout in notes & no options to save information related files, pdfs etc...

Contacts - Customer & Suppliers: limited space, poor layout in notes & no options to save related information, files, pdfs etc... At the moment there is no link to copies of quotes & no option to add files, you have to go back to Sales - Quotes & Estimates to find information.

  • Guest
  • Feb 18 2021
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  • Guest commented
    1 Oct, 2021 01:47pm

    Please update the note option in the customer and supplier record so you dont have to open the note to view it they why it has be typed in orginal. When you currently go into notes everything runs into one long line. And not easy to read.

  • Guest commented
    29 Sep, 2021 07:54am

    Yes please urgently needed, especially facility to record stages in a conversation e.g. about debt collecting.


    Judith Sandground

    Finance Manager

    Autistic Society Greater Manchester Area (ASGMA)

    T/A I AM Celebrating Autism in Greater Manchester

    1114 Chester Rd



    M32 0HL

    ASGMA Tel No: 0161 866 8483

    Direct Line: 0161 667 2992



  • Guest commented
    7 Sep, 2021 10:51am

    If enhancement to the customer notes field is not feasible in the short-term, please can you increase the 4000 character limit?

  • Guest commented
    15 Jun, 2021 11:49am

    I completely agree with this comment. I would also add a 4000 character limit is not sufficient to record customer comments for a sustained period of time when discussing outstanding debts with them on the telephone or by email. It would be great, if a new log area existed where individual comments could be saved. Management of trade debtors and creditors for any business, particularly in these challenging economic times is such a critical area - having the software to record sustained communications would be a breathe of fresh air.