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KevinJ of Kansas

04/08/2020, 6:32 PM
assign the preference to the roles
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Zareen

04/08/2020, 6:39 PM
Users are already in the system assigned the roles so this wont work 😕 no other way then?
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amy

04/08/2020, 6:44 PM
if you're referring to sales transactions, you can set it on the customer record (so could be set via mass update/workflow for future customers). not certain if the same thing exists on the vendor side..
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Zareen

04/08/2020, 7:34 PM
Thanks