Hello!
I have made a few filters and want to show our “Default Salesperson” employees how to filter only their name. This is easy to do on desktop
However, when I go to the mobile app, the filter doesn’t show up correctly. When I click on their filter, it’s blank.
My initial guess is because there is no sort option for the salesperson on the app. Is this the case? If so, how do I add this as an option so our remote salespeople can see their sales more easily when they are travelling?
+4
Hello!
Our sales team isn’t completely separated by certain sections unfortunately so the salesperson and their user account isn’t tied together.
For example: Salesperson Marc can be filtered by any order he has with his name which could work!
But, sales person Rob and Josh are both salespeople for a “salesperson account” called OEM, not their name. So @me isn’t working to tie them in.
We are wanting to add something on the sales order app page that will have the salespersons name/identification here as well instead of only showing the order number, location, date, status, and total.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
