Customer and supplier list improvements
News posted by Chris Storey 4 years ago
We’ve made some changes to our customer and supplier lists, improving the user experience.
What is it and what does it do?
The customer page lists all your customers, with contact details and the amount currently due for each one. The supplier page similarly provides you with a list of your suppliers and employees, their details and the amount you owe.
When you want to perform certain actions from the customer or supplier pages, our new layout features text links rather than the icons that were used previously. This provides greater clarity on what each action actually does, and makes the process of using the page quicker and easier.
We’ve also changed the way contact details and the outstanding amount owed is displayed, making the page tidier and easier to digest information from.
Here is the old layout, with potentially confusing icons:
Here is the new layout, with text links replacing the icons:
How do I start using it?
This new layout will be in Clear Books Preview until December 14th, when it will become a permanent feature in all accounts.
To start using the new layout straight away, click Preview in the drop down menu at the top of your dashboard or click here.
Please note, if you have the beta feature ‘smart tables’ enabled, and turn the new customer list layout on in Preview, the ‘smart tables’ will not appear.