add additional Salesperson field to the Account Profile. We split some accounts and it would be nice to have two fields for salesperson.
“Add additional Salesperson to Account Profile”. We have a few accounts that we split between sales people. It would be nice for the Account Profile to hold both Salespeople’s names.
2
votes
Thomas Whitaker
shared this idea
The ability to define Sales Teams via the Account Profile has bee added in version 2017 r12
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Hello Thomas,
Thanks for making this suggestion.
Perfect timing as I am currently working on a redesign of the system that will allow just what you are asking. In addition, the redesign will allow support of additional labor types over and above the static values we have allowed to date.
I will update the status on this as we move forward.
Joe Eckert