OLKroozer's avatar
OLKroozer
Experienced Cover User
10 years ago
Status:
Archived

Sales Register: Add Salesperson column

Hi,

Can you please add a "Salesperson" column tothe Sales Register screen.

This way a Salesperson can sort Quotes and Orders by Salesperson, and make it easier to follow up on his/her work-in-progress.

 

"Add a Salesperson Column to Sales Register screen"

3 Comments

  • Liam_M's avatar
    Liam_M
    Former Staff
    Status changed:
    New
    to
    Open

    Thank you for your suggestion OLKroozer  I can certainly see how this would make it easier to keep track of work-in-progress. Anyone else who would like to be able to see the salesperson's name added as a column in the sales register, please cast your vote here. Make sure you're signed in and click on the purple vote button at the top left-hand side of the screen. If you post a comment, don’t forget to vote as well!

  • Status changed:
    Open
    to
    Archived

    Thank you for the idea. Unfortunately, this request has had no support from the community since it was submitted, so we are moving this idea to the Archived status. For more information on Idea Statuses, please read this article: Changes to our Idea Exchange pages

  • bonzo's avatar
    bonzo
    Experienced Cover User

    If the Sales Register window could filter by Sales Person , it would be so much help. 

     

    My Sales people could look at just their own customers' invoices, without getting the whole list of other invoices that aren't relevant to them. I would be able to see quickly which sales person has invoices outstanding, without having to do a report.

     

    Thanks