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Sales Representative to default to logged in user

started a topic almost 6 years ago

Not a high priority request, just a nice to have.


On a Sale Order the Sales Representative should default to the logged in user, if that use is setup as a Sale Contact. If the current user is not setup as a Sale Contact then the Sales Representative field should be left blank which will force the user to select a Sales Representative as it is a required field.


19 people like this idea
  • Not just a nice to have - this is an issue for us, as it should be blank and forced to fill in or default to the logged in user if they are a Sales contact.


    1 person likes this
  • Also not a nice to have, our sales rep are processing orders and have to remember to select themselves, seems like such a waste of time

  • This is a small efficiency that would go a long way for day to day users

  • Completely agree. This would greatly assist us in ensuring reporting is accurate.

  • Not a great solution but in the past I've used the GreaseMonkey/TamperMonkey browser extensions that can run custom scripts on specific web pages.  I haven't used it in a while but assume that a script could be configured and installed on the sales rep's machines to fill in their name on the sales order.


    Obviously having DEAR do it correctly as suggested by Jeremy (5 years ago!) would be best!     

  • Unfortunately this would not work for us. Our sales team is structured geographically and so the default sales representative is assigned in the customer record. Our order input team are not sales representatives and so defaulting to them or leaving the field blank would create extra work for them as they would have to look up the sales representative and select manually. 

  • To address Andrew Finnie‘s need, make this an option in the General Settings instead of being the only behavior. The on/off setting in the General Settings > Sale Process Customisation would be something like “Default Sales Representative to currently logged-in user" or it could be a dropdown setting for "When creating a new sale order, set Sales Representative to" with of options "Assigned to customer" and another being "Currently logged-in user", similar to the "Send email" option (see screenshot below)


    image


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