We have found when converting from an opportunity to a service order the salesperson name is wiped out. We currently go into the finance tab and select the salesperson. Anyone know why this is wiped out or if there is a way to prevent it? Not a huge deal to re-enter it but it sometimes gets forgotten so it would be preferable to transfer over. Thanks!
Solved
Convert from Opportunity to Service Order and salesperson is wiped out
Best answer by SheriThomas49
As per the current functionality there is no setting that copies the salesperson when converting an Opportunity or Quote to a service order.
As per the current functionality there is no setting that copies the salesperson when converting an Opportunity or Quote to a service order.
1 person likes this
Reply
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.