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Payments
I am a pest control company - im using qb for the accounting and I would like to create groups to use for promotional. Example: Monthly, Quarterly, and EOM. I have like 300 monthly customers. Would it make sense to put 300 regular customers under a group name? Wont hurt nothing? Im concerned that because there down a level, they will be lost or forgotten. I want to be able to report on those groups and export if I should need to. I am trying to interface to mail chimp. If I can get the groups to be sent out to mailchimp, that will help our daily processes dramatically. Thanks in advance