Posting Periods on Transactions
how can i achieve this in the current system? i know its not a feature, but how can i adapt to achieve the desired results?
i need to track every transaction & contact by an assigned territory.
then i need to be able to filter & organize my reports by territory. if i cant, then at the least i need to export my transactions/contacts w/ this territory data.
additionally i want to control user permissions by territory too (but that can come later).