Utility that allows you to do a Mass Update of Sales

Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit JBCORE-I-1109 Utility that allows you to do a Mass Update of Account Manager in Customer Module.

Utility that allows you to do a Mass Update of Sales Rep in Customer Module. Merged

When an employee status is no longer active or they change positions, it would be nice to be able to change or remove them from being the Sales Rep. Currently you have to do this for each customer and it is extremely time consuming.

Andy Knebel
May 14 2020
Future Consideration

1 Vote

Utility to change Sales Rep for Jobs and Sales Orders Merged

If a Sales Rep leaves the company and you want to make any change to a Job with that Sales Rep listed on Assemby Jobs you are not able to save the change for that Jobs unless you remove or change the Sales Rep. The only other option is to leave th...

Created 20 Jul 16:57 by Andy Knebel

0 Future Consideration

JobBOSS | Ideas

Merged idea

Utility that allows you to do a Mass Update of Sales Rep in Customer Module. Merged

Utility to change Sales Rep for Jobs and Sales Orders Merged

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Merged idea

Utility that allows you to do a Mass Update of Sales Rep in Customer Module. Merged

Utility to change Sales Rep for Jobs and Sales Orders Merged

Identify yourself with your email address

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