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We added the option to set a Salesperson on the order level:  The Salesperson field is also filterable from the range:  The Salesperson pull-down menu will be populated with all users in the system that are set as Salespeople. To set a user as a Salesperson in an existing order, navigate to his Resource info page and switch on the “Is Salesperson” switch:  A salesperson can also set on a Customer level so it would be selected by default when creating orders for this customer. 
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We added the option to export to Excel the list of all active users in the manager this month. You can export for previous months, up to 4 months back. After selecting the required month, click Generate:  Once generated, click “Download report” to receive your copy:  |
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Rewording
Set date by- Reworded to: Link date to (931)
None- Reworded to: Not linked
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