You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

There are two ways to view a Salesperson screen.

Via Menu

  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.

Via Customer screen

  1. Open a Customer record.
  2. On Detail tab, click the Salesperson ellipsis button. If
  • No labels