Big Business 9 tests the option to use a Hierarchical Listing for Customers.
This Solution provides details for use. (6358)
This setting is per user, enabled in your Note Prefs:
1. Go to Notes toolbar, to Notes Prefs
2. For Listing Style select Hierarchical
3. Click OK to save Notes Prefs
On a Customer Card, to the right of the Listing choose an entry for Group, or Show List to add a new Group.
Niceties, such a type-ahead, automatic updating (without restart), sorting groups, etc. are not available. Please send any suggestions to email@example.com for inclusion.