Sales Representative to default to logged in user

started a topic about 5 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.

10 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
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10 people like this idea
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