46 results found
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add the ability to hide empty fields for clients
When in the Client view, it would be helpful if you could opt to only show fields containing data.
With the ability to enter a large variety of data fields, the page is quite long, however, for many clients a limited number of fields actually contain data.
If the view could be minimised to only show the fields that actually contain data, the page would be shorter and easier to see the information at a glance without the need to scroll through the page.1 vote -
Can we have the old feature of the A-Z tabs at the top when searching for contacts?
We used to have A-Z tabs on the top of the window to enable us to search for a contact. Could this feature be re-enabled as currently we cannot browse the contacts - we have to type in a name.
1 vote -
get contact when creates or update
How can we get Contacts when they are created or updated using c#??
1 vote -
Fix the Contact creation API to fail when PUT-ing a duplicate contact that has been archived
Currently (Jan 2016, API 2.0) using the API to PUT a new contact fails when its email is in use by an existing contact - as would be expected.
However, if the contact that has the duplicate is archived, the PUT will SUCCEED, returning a new contact ID and everything. However, the new contact will not actually be added. This can be done repeatedly, each time "generating" a new contact ID.
Given this, there is no way to ensure that a given contact has been added via the API before attempting to, for example, create a new Invoice via the…
1 vote -
reminder
Optimise the collection process by having an automatic 'reminder' date (day/week) or a manual action to remind you to follow up outstanding account for payment. A calendar format to set action / follow update. Perhaps integrate with MS Outlook to include email attachments for follow up action.
1 vote -
Change back the layout of Contacts!!!
At such a busy time of year, getting use to a new layout sucks!
1 vote
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