Sage CRM

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  • 1.  Anyone know the way to change the sales person on

    Posted 03-19-2013 14:26
    Anyone know the way to change the sales person on an order that came from Sage CRM? If you go into Sales Order entry - CRM quotes and orders the sales person field is greyed out.


  • 2.  RE: Anyone know the way to change the sales person on

    Posted 03-19-2013 14:34
    Same answer as last time. By design, you can't do that.


  • 3.  RE: Anyone know the way to change the sales person on

    Posted 03-19-2013 14:54
    But I want to do that!


  • 4.  RE: Anyone know the way to change the sales person on

    Posted 03-19-2013 15:01
    You and everyone else. :(


  • 5.  RE: Anyone know the way to change the sales person on

    Posted 03-19-2013 15:02
    Peter is right. I think the only place it can be changed is within CRM.


  • 6.  RE: Anyone know the way to change the sales person on

    Posted 03-19-2013 16:01
    I'm no expert in CRM - but is the split commission greyed out too? If not, could you use that to sorta switch the salesrep?


  • 7.  RE: Anyone know the way to change the sales person on

    Posted 03-20-2013 09:08
    I put a button script on a client's Sales Order Entry screen that removes the opportunity id from the order. This allows them to assign this order to a different opportunity. I haven't tried it, but you could probably do the same thing with the CRMUserID. Removing this field should allow you to select a new salesperson, however it may break a link to this order in CRM.