I would like to request additional features be added to the Reports > Accounts section to provide a more comprehensive view of each client account. Currently, the report includes the name of the account and client contact information, but adding the following elements would provide valuable insights and improve overall account management:

Account Status – Including the status of the account (e.g., Active, Inactive, On Hold) will help quickly assess the current engagement level and relationship with each client.

Account Type or Tier – Displaying account classifications (e.g., VIP, Standard, Corporate) will enable easy segmentation and allow us to tailor communication and services to different client groups.

Contract Details – Adding information such as contract start and end dates, renewal terms, and any special clauses will help manage contracts more effectively and ensure timely renewals and compliance.

Account Balance or Payment History – Including the account balance, recent payments, and invoicing history will provide essential financial tracking and help monitor the client's payment behavior.

Event/Booking History – A section detailing past or upcoming events and bookings tied to the account will offer a quick overview of the client’s engagement with our services.

Assigned Staff – Displaying the staff member assigned to manage the account will improve internal coordination and ensure that the correct team member is referenced for client interactions.

Notes or Communication Log – A space to track important notes, client preferences, or past communication will offer additional context for managing relationships and addressing client needs effectively.

Client Preferences – Including any specific preferences such as preferred event types, service offerings, or past feedback will help tailor our interactions and offerings to the client's needs.

Lead Source – Identifying how the client was acquired (e.g., referral, marketing campaigns, social media) will allow us to assess the effectiveness of different lead-generation strategies.

Revenue or Sales Metrics – Displaying the total revenue or sales generated from the account will offer a high-level view of the account's financial value, helping prioritize key clients.

These additions would significantly enhance the functionality of the Reports > Accounts section and improve both client relationship management and internal reporting.

Thank you for considering this feature request!

Please add address book for customers to more easily designated off site catering.