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I'm having difficulty getting the information I need about a customer's history. I need just a simple time-line report of invoices, credits and receipts. This would be very helpful when a customer needs to be shown what they have been billed and what they have paid. I thought the Customer Transactions Report would give me this but there is just too much detail without giving a total for each invoice or receipt; confusing to me, cryptic to our customers. I've had to export the data to Excel and whip it into shape there but it seems that the time doing that could be better spent if a report was added or modified that would accomplish the same thing.
Bob Arnett
Dear Viewpoint Suggestion Box contributor;
We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs.
Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.
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