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titleIntroducing: Sales person field

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.

Info

When copying orders, the Salesperson is copied across to the new orders

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