Hi
I need to group all customers by a specific sales consultant for commission tracking.
Each customer is allocated to one of 10 sales persons. I have worked out how to create a class and am able to allocate a sales person to a client at invoice or quote input stage - and show a report of sales by sales person.
But it would be so much easier to allocate that sales person at customer capture time! And import from the existing csv files.
Any requests for help just generate answers specific to invoices, quotes etc.
Thanks
