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To create a Check under a different Vendor Name when Vendors have multiple names
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0
|
11
|
February 3, 2026
|
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Managing Customer Contact Associations
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0
|
8
|
February 3, 2026
|
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Add "Category" as a Column Customer/Vendor Category added as a column on the Customers List rather than just a Filter for the Category
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0
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6
|
February 3, 2026
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Increase Customer/Vendor Note Character Limit on Customer/Vendor Dashboard
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0
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6
|
February 3, 2026
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Include Appointments on Widget in Customer Dashboard
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0
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2
|
February 3, 2026
|
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improved customer Imports - duplicate contacts - create and associate multiple
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0
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16
|
February 3, 2026
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Have the "Default To Be Printed" setting equal to yes for new Customers on Financial Widget on Customer Dashboard
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0
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5
|
February 3, 2026
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Have the ability to set Default Expense Accounts for Vendors when entering Bills
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0
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7
|
February 3, 2026
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Have the ability to mark at the Customer Level for Do Not Charge Convenience Fees
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0
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3
|
February 3, 2026
|
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Have separate set of permissions for Customers and Vendors
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0
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15
|
February 3, 2026
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Client management where there is a Parent company
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0
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5
|
February 3, 2026
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Feature To Set Different Payment Terms for AR and AP
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0
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8
|
February 3, 2026
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Expand item name/type/category/etc boxes to fill white space
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0
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8
|
February 3, 2026
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Encryption on TIN when SSN is selected
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0
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5
|
February 3, 2026
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Customize the Customer/Vendor Status
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0
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8
|
February 3, 2026
|
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Display more Contacts on the Customer/Vendor Dashboard
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0
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4
|
February 3, 2026
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Default Currency
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0
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3
|
February 3, 2026
|
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Customer's dashboard should have date filter option for order list widget
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0
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5
|
February 3, 2026
|
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Be able to set the Customer Status on the Add Customer page
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0
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16
|
February 3, 2026
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Customer - Add number to Striven info
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0
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10
|
February 3, 2026
|
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To create time-sensitive (i.e. with an expiration date) account notes on various pages that have configurable email notifications as well
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0
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12
|
February 3, 2026
|
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Copy/paste function doesn't work on unopened sections in Customer Dashboard
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0
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8
|
February 3, 2026
|
|
Associate Parent-Child Relationships for customers in Striven
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|
0
|
9
|
February 3, 2026
|
|
Check for Duplicates on Customer Locations
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|
0
|
8
|
February 3, 2026
|
|
Change the heading of a discussion away from opportunity
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|
0
|
7
|
February 3, 2026
|
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Have the Ability to set Account hours wither through the API or in an Imports
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0
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7
|
February 3, 2026
|
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Be able to set up a Default Class at the Customer level to auto-populate on SO's and other AR transactions
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0
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7
|
February 3, 2026
|
|
Be able to see all phone numbers for a Contact from the Contact List view
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|
0
|
5
|
February 3, 2026
|
|
Audit log for changes in Customer/Vendor Dashboard
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|
0
|
12
|
February 3, 2026
|
|
Sort the Task List Widget on the Customer/Vendor Dashboard from from newest to oldest
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|
0
|
5
|
February 3, 2026
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