Would it be possible to set up groups for customers so that you can see what is outstanding for the group they belong to?
My particular needs is that I run a school and I would like to be able to group students together in 'Courses' so that I know how much is outstanding and how much has been paid for that group.
At the moment I use projects to group them, which works well, but I can see that being able to group customers together would be beneficial for a number of applications, such as customers within a company etc.
That way you can quickly see an overview of the company (group).
Hi Anthony,
That's a great suggestion. For now your process of using the projects function works best, but we will certainly look into grouping customers in the near future.
We manage multiple subscriptions from the same customer. We currently cannot review which subscriber is in arrears without reading the line item in the invoice.
Grouper customers would allow the same customer group to be used across multiple subscribers.
Guest
We manage multiple subscriptions from the same customer. We currently cannot review which subscriber is in arrears without reading the line item in the invoice.
Grouper customers would allow the same customer group to be used across multiple subscribers.
Attachments Open full size
Great! :)
Attachments Open full size