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Sales Order - Change default Salesperson

  • 24 August 2022
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Currently, Sales Orders take Salesperson from the Customer level. Is it possible to change the setting to take Salesperson as Project Level?

 

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

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Naveen Boga
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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.

Naveen B

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