Hi Mark
A feature which would be very useful would be to have a "to do task" (or follow up) box when i start the company file.
It could have the following fields:
Date Created...... By...... Assigned To:.... Due Date....
(with a tick box to show up "nn" days before due date, default will be due date minus created date, this is useful for annual reminders like subs, insurance, vehicle tax etc. to show up say a week before due date). Also subject... and then detail....
Your thoughts and other users...
Regards
Kieranz
Hi Kieranz,
Thanks for your feedback - I'll note your support for having a 'to do list' feature in Solar Accounts.
Regards,
I would certainly support 'to do' feature. I think this would be a really useful tool to have