How would I edit the list of sales reps in the sales rep field that’s visible in the quote entry page in CETEC?
I understand that sales reps need to be set up as vendors, but i don’t see how to differentiate between vendors that are sales reps and those that aren’t.
Thanks for the help.
Hello - any guidance on this question? Appreciate it.
@gsteltzer thank you for your question! I believe that for any user you want to add to the list of Sales Reps, you will need to highlight that customer association on their user record.
Go to Admin > Users > User List
Edit the User you would like to add
Go down to Customer Associations and click on Sales Rep
Let me know if that works for you.
Thanks!
CetecERP Support
Yes, that was it! Thank you!
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