Sales Order - Change default Salesperson

  • 24 August 2022
  • 1 reply

Currently, Sales Orders take Salesperson from the Customer level. Is it possible to change the setting to take Salesperson as Project Level?



Best answer by Naveen Boga 24 August 2022, 10:40

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Userlevel 7
Badge +17

Hi @chidao,  I don’t think we have configuration settings to take the Sales Person from the Project level instead customers screen.

It requires a small piece of customization to achieve this.


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