Hi,
With regards to using the "Salesperson" Name- Is it possible to:
Regarding Invoices:
Have a default setting that allows whoever is logged on to be automaticaly populated into "Salespe...
Status changed:
New
to Open
Thanks for the excellent suggestion OLKroozer. When raising an idea on our idea exchange, please include only one suggestion as this will allow our developers to tell what the people voting on your idea are voting for and implement the changes that are wanted. Any users who would like the to be able to associate logins with employee records, and have the salesperson field default to the person logged on, please cast your vote here.