Is there a way to automatically assign the sales rep who created a Sales Order or Invoice to that record?
s
Sam-I-Am
11/01/2023, 3:53 PM
use a simple workflow for that
m
MGBC
11/01/2023, 4:00 PM
Yes a workflow to set the field value to “current user”
Also if you assign sales reps to your customer records that will automatically populate on any transaction made for that customer