LOCK SALES PERSON
We need protection to lock the sales person. Some times it is an accident and sometimes there is a bad apple but why would you not be able to lock a sales person.
Please make this feather ASAP
We need protection to lock the sales person. Some times it is an accident and sometimes there is a bad apple but why would you not be able to lock a sales person.
Please make this feather ASAP
Comments
I'm assuming this request is about controlling which users, or class of users, can change the salesperson assigned to a quote or an order. The default salesperson on a quote or order should come from the sold-to customer record. We would like the ability to control which users can change the salesperson on the quote/order after it's been assigned.
We are able to lock the salesperson on the order in Core but anyone can still go into the order in the mobile red app and change the salesperson. This shouldn't be allowed to happen. I've tested it on multiple orders.
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