Tania-C's avatar
11 years ago

Contact Log: Ability to set/sort by department

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"


1 Comment

  • Status changed:

    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