Topic: Recurrent invoices and sales groups
From what I can see sales groups are only used in recurrent invoices; for sending a recurrent invoice to multiple customers: To manage this or to see which customer will get a recurrent invoice, it is necessary to wade through every customer to see which if any sales group they are assigned to; or keep a separate spreadsheet with this information on: Neither option is ideal and both leave plenty of room for human error. Its difficult with 50 customers, with hundreds...???
Proposal: Modify the existing Customer Detail Listing report to include sales group in the details shown and provide a drop-down menu in the Customer Detail Listing report to show by sales group (there is already 2 available - Sales areas & Sales persons) It would then be easy to see which customer is in which sales group.