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  • 1.  Global Salesperson change

    Posted 08-19-2020 10:42
    Customer would like to update salesperson...and global customer field change helps..
    But this doesnt update all the Open Sales Orders & Quotes..
    Is the only way a VI Job????

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    Lourdes Sobrino
    LU² DSD Puerto Rico
    Guaynabo Puerto Rico
    787.485.9638
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  • 2.  RE: Global Salesperson change

    Posted 08-19-2020 10:50
    Usually what I do.  I don't remember, did global change handle the Sales history as well?

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    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
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  • 3.  RE: Global Salesperson change

    Posted 08-19-2020 13:45
    No. It doesn't affect history.

    VI should be quick and relatively painless.

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    Robert Wood
    DDF Consulting Group, Inc.
    Ocala FL
    352-615-5898
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    Original Message


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