Forum Discussion

A1Signs1's avatar
A1Signs1
2 years ago

Sales Representative

Can we set MYOB Accountright so that each time we login under our names, the sales rep can default to this or do we have to enter manually in customer card

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    2 years ago

    Hi A1Signs1 

    Thank you so much for your post. On that note, it is not yet a feature that is available on both the software and he browser, you can only save a one default salesperson on the customer card file, and you can change it manually when creating the order/quote or invoice.

    Feel free to send me a private message if you have questions.
    Regards,
    Earl