More KashFlow CRM enhancements

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Hot on the heels of the last batch of KashFlow integration enhancements, we’ve added two more improvements:

  • Custom fields in the CRM can now be mapped to custom fields in KashFlow, and will be moved across either when Customers are created in KashFlow or updated.
  • If you’ve switched on the “Allow Invoices to be emailed” option in Really Simple Systems (under Manage KashFlow Information), then you can email a copy of the KashFlow invoice either to yourself or to other CRM users, directly from an “Email Invoice” button on the Opportunity page.

The second suggestion came from a mutual KashFlow/Really Simple Systems user.