Add Notes and Credit Limits/Usage Percentage to Accounts [edited] (4 Merged Votes)

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  • TexanTommy
    TexanTommy Member
    edited August 14

    [removed] does this all well — especially the bar graph showing the percentage used of available credit limit. Copy them.

  • Jason Smith
    Jason Smith Member
    edited September 4

    Need a way to attach notes to accounts. (ie: promotional dates, account #'s etc).

    Also, changing the name of the account just by overwriting it should not remove the accounts' history in reports.

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