I need sub customer accounts, how i can add, in my company we book sales on the name of sales person, but sales person have alot of customers, so he give credit, i need to add custom sub account then i can handle this big data…
If someone have solution r idea please share some pictures of Manager settings…
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This has been discussed before. See links at bottom of this page, or do a search or notice when creating a topic or a post the blue text with links that appear on the right side to explore before posting.
You could try to play with custom fields that you use to “group” such as a select custom fields with a list of sales persons that you select.
Requests like this often stem from Point of Sales application needs rather than Business Accounting. If that is the case look for a suitable POS and use Manager for Business Accounting.
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looks like he want to devide customers into groups. which is not possible in manager.
solution provided by shahab is 100% fine and working solution, we are using similar for our businesses also. however, i will suggest to use drop down custom field instead of text.
