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Replying to:
Malcolm Ziman
Level 10

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@IamjuViel wrote:

  

Under Sales from content tab, click Custom Fields.

  

Once completed, you can now add the name of the sales rep everytime you create an invoice, sales receipt, estimate and credit memo.

 


It's a bad idea to use the custom field for sales rep because there is no drop-down list, so you have to type it in every time, and there is no validation of what you type, so errors of course will happen.   Better to use Class, Customer Type or Sub-Customers, where you won't have to type in the sales rep every time

 

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