Page History

...

1. On Menu, doubleclick the Salesperson menu. If there is no existing record, this will open a new Salesperson screen. Otherwise, the Search Salesperson screen will be displayed.
2. If the search screen is displayed, select a record/s in the grid. Click the Open Selected toolbar button.
   Image Added

Via Customer screen

1. Open a Customer record.
2. On Detail tab, click the Salesperson ellipsis button. If the Salesperson field is not blank, the button will open the Salesperson record assigned to the customer. However, if the field is blank, it will open a new Salesperson screen.
   Image Added