I was showing a client how to run contact log reports today and he was quite excited at the reporting functionality and that he could add contact information and notes against his customers. However, it was quite cumbersome to narrow the report down between suppliers and customers.
is it possible to set up a further refinement in the advanced reporting stage, by adding another filter to the refinements...ie> choose supplier or customer card type first and then you will just see the list of suppliers and/or customers and be able to select the suppliers or customers from that list? Not sure if I have made sense, but to me this would make it much quicker when going through the list to refine the report to.
Also, my client is very keen to be able to access his Account Right file via an ipad....currently uses Account Right online via a laptop, but wants to just carry an ipad around. Has there been any progress on an app for ipads to allow you to access your myob file?
Many Thanks,
Andy
"Contact Log Reports"