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
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.
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