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Status New idea
Workspace Reckon Accounts Business
Categories Desktop & Hosted
Created by Guest
Created on Jun 17, 2020

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Report for Notes

Be able to produce a report of the customer notes for all customers. Currently, you can put it in as modification of the 'customer contact details' report by selecting the second 'notes' option. However the information that comes into your report is capped at about 75 characters. Any one keeping notes on customer happenings, especially long established businesses will have well more than 75 characters worth of notes.

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  • Guest
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    |     Jun 24, 2020

    You can print individual Customer's "Notes" out already. If you click on "Edit Notes" in a Customer's record, there's a "Print" button option there,. This prints all the Notes in their entirety :)

    A report wouldn't work for displaying all Customer's Notes at once - As you say, many Notes wil exceed 75 characters - The report could end up 10s of 1,000s of pages long!