Employee Salesperson

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Helen29
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Employee Salesperson

I have a new employee who is not showing as a Salesperson.  I cannot see how this employee card is different to any other.  Another new employee was added at the same time and they show as a Salesperson.  How do I make this employee a Salesperson as well.

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Helen29
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Re: Employee Salesperson

This problem seems to have resolved itself overnight.  Still none the wiser!

Shella_A
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Re: Employee Salesperson

Hi @Helen29 

 

 

Thank you for your post. We are glad to know that your issue has been resolved already. Please feel free to post again if you need further assistance. 

 


Cheers, 
Shella_A
 

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Chris_Huber
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Re: Employee Salesperson

my question would be: 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?

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