Sales Representative

This thread is now closed to new comments.
Some of the links and information provided in this thread may no longer be available or relevant.
If you have a question please start a new post.
A1Signs1
2 Posts
User

2Posts

0Kudos

0Solutions

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

1 REPLY 1
Earl_HD
MYOB Moderator
3,268 Posts
MYOB Moderator
MYOB Moderator

3,268Posts

111Kudos

256Solutions

Re: Sales Representative

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

MYOB Community Forum

Online Help| Forum Search| my.MYOB| Download Page

Did my answer help?

Accept it as a Solution
Leave a to tell others

Didn't find your answer here?

Try using advanced search to find a post more easily Advanced Search
or
Get the conversation started and make a new post Start a Post