buffytvs99 said:

3) Allow lookup of inventory and service items separately when creating an invoice

If you use the same starting letter of all service items (eg. S for Service), then just hitting S will narrow down the list.  Alternatively if you have Premium or Quantum, you can use item Categories and have a category for Service.  This automatically will narrow down the list.

buffytvs99 said:

4) Remember and use last inventory lookup criterion i.e. number or description

I just take the item code on line 1, copy and paste it to the item field in line 2 and hit enter.  The list now starts at that code.

buffytvs99 said:

5) Allow cc's when emailing a document (e.g. invoice)

1. A workaround is to stop your email software from automatically sending/receiving and then open the email from your Outbox and add the recipients you need.  The down side of this is you have to know/lookup the email addresses each time.
2. Use an email group set up in your email software and in the email address in the customer ledger use the Group Name, not the email addresses.  This only works if all emailed forms always go to the same people all the time.

buffytvs99 said:

6) Allow customer statement onscreen, rather than only print or email.

There is a Preview button you can use to see the statements before printing/emailing.

buffytvs99 said:

3) Allow lookup of inventory and service items separately when creating an invoice

If you use the same starting letter of all service items (eg. S for Service), then just hitting S will narrow down the list.  Alternatively if you have Premium or Quantum, you can use item Categories and have a category for Service.  This automatically will narrow down the list.

buffytvs99 said:

4) Remember and use last inventory lookup criterion i.e. number or description

I just take the item code on line 1, copy and paste it to the item field in line 2 and hit enter.  The list now starts at that code.

buffytvs99 said:

5) Allow cc's when emailing a document (e.g. invoice)

1. A workaround is to stop your email software from automatically sending/receiving and then open the email from your Outbox and add the recipients you need.  The down side of this is you have to know/lookup the email addresses each time.
2. Use an email group set up in your email software and in the email address in the customer ledger use the Group Name, not the email addresses.  This only works if all emailed forms always go to the same people all the time.

buffytvs99 said:

6) Allow customer statement onscreen, rather than only print or email.

There is a Preview button you can use to see the statements before printing/emailing.

buffytvs99

5) the workaround that I have is I have my email address in the customer's info so it sends it to me.  I then forward it to how many people I want from within Outlook (i have all my customers entered in Outlook).  For me that works well as I sometimes have to add extra files to the email which is only available from withing Outlook.  I hope this works for you.

Yes, I have these and other workarounds -- my point is that I shouldn't need them :=-)