DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Customer records


#1

Hi again. With the customer records, you can enter the name which I assume is the company name but not the customer’s name. Can this be added? First name, last name?


#2

“Name” of customer can be name of organization or name of an individual. I understand when you are creating customer which is an organization, you need some field to enter name of contact person within the organisation. So this certainly something I will be looking into.

For the time being, you can enter this information into generic “Notes” field.


#3

Thanks but unfortunately you can’t search on the notes field.


#4

An alternative is just to put the company name in brackets, thats my current method. An example…

Tom Fisher (Company Name)

That way it’s searchable.


#5

Thanks mate, I had thought of that. Company Name (Contact Name)


#6

Would be nice to see a report on customers (performance) can be printed. Now only see the outstanding payment list, also if any chance to link all applicable costs to a sale and look at a P&L statement on a Sale / customer invoice base… the 3 days I have been using I am getting the hang of the system and its superb… wonderful job mate…


#7

@ranga This is going to be addressed by upcoming plugin called Tracking Codes