Settings and activity

  1. 3 votes
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    SDHill supported this idea  · 
  2. 7 votes
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    Great suggestion. We’ve been considering how to deal with attaching files to customer records (like a pdf of a tax exempt form your customer may have sent you) as well as how to retain attachments on emails so they can later be reviewed. Certainly one we’d like to solve. Thanks for your feedback. – Russ

    SDHill supported this idea  · 
  3. 15 votes
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    SDHill commented  · 

    Agreed. Some of our customers are husband/wife and don't use one name exclusively when ordering. We end up having to merge their records, due to the name, even though the address is the same. Also, some last names change over time w/ marriage/divorce etc, but the customer doesn't notify us- ends up duplicating account.