AccountRight Salesperson drop down list

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Chris_Huber
Contributing Cover User
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Contributing Cover User
Contributing Cover User

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AccountRight Salesperson drop down list

All my employees cards show up as Salesperson choices when creating a quote/order/invoice in AccountRight. However only a fraction are actually Salespersons. Can I limit/define which of my employees are visible in the drop down list as Salesperson? 
I don;t want everyone see every name, just the Salespersons names to chose from

1 REPLY 1
Sean_DC
MYOB Moderator
702 Posts
MYOB Moderator
MYOB Moderator

702Posts

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Re: AccountRight Salesperson drop down list

Hi @Chris_Huber 


Thank you for your post. At the moment, it would show all employee cards that you have active. The only way to remove them is to make them inactive. This can be a great idea that you can suggest on our Product Ideas Board so that others can vote for it as well. 

 

 

Please feel free to post again. I'm happy to assist further.

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users in finding this information.

 

Cheers,
Sean
Also known @Sean_DC

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