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Status New idea
Workspace Reckon One
Categories Reports
Created by Guest
Created on Jun 2, 2020

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Link to Transaction Reports from contacts

Would be really good to have a link that takes us to a list of transactions for a particular customer or supplier from their information window. Create Statement is available, but not view transaction list.

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  • Guest
    Reply
    |     Jul 28, 2020

    I agree - this would be great for each centre.

  • Admin
    Jason Hollis
    Reply
    |     Jun 3, 2020

    Yes, supplier, employee, customer etc.. exactly. And yep.. gotcha re FastReports.

  • Guest
    Reply
    |     Jun 2, 2020

    Jason, I like the idea of a Customer Centre and I am assuming that would lead on to Supplier and Employee centres.

    I see the concept of the link that Penny has suggested as a very useful tool to have with all contacts, items, accounts, etc.
    I would see this feature very similar to the fast report currently in RA.

    Not quite like the newly introduced search which requires specific coding to be able to find specific things.

  • Admin
    Jason Hollis
    Reply
    |     Jun 2, 2020

    Hi Penny. Thanks for the suggestion. We do plan to build a 'customer centre' in the future so I will leave this idea active.