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Product Ideas

Contact Log: Ability to set/sort by department

Partner

2Posts

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2 Posts
Partner
Australia

1. When entering a New Contact log, would like to see an option to enable comments/contacts to be sorted into categories, ie "Sales" for Sales department to follow up on sales related issues, "Accounts" for debt collection purposes, "General" for misc information .

 

2. Then in 'Show/Hide" facility of Receivables Reconcilition [Detail] include an option  "Accounts Contacts".

 

At the moment my debt collection process seems to be a long drawn out process of running 2 or more reports & cross referencing, or exporting to excell & having to re enter previous notes on outstanding invoices so as to have a full history of collecting payment. Would like to streamline this process & having to print out the one report would make for more efficient time.

 

"Incorporating Contact Log with Receivables Reconciliation [Detail] Report"

 

Current Status: Archived
Last Changed: July 2018

Thank you for the idea. Unfortunately, this request has had no support from the community since it was submitted, so we are moving this idea to the Archived status. For more information on Idea Statuses, please read this article: Changes to our Idea Exchange pages

1 Comment
Steven_M
45,180 Posts
Former Staff

Thank you for the idea. Unfortunately, this request has had no support from the community since it was submitted, so we are moving this idea to the Archived status. For more information on Idea Statuses, please read this article: Changes to our Idea Exchange pages