wdinzey@dpdsoftware.ca
8-28-17
I am trying to get an access right set up where "SalesPeople" are not allowed to change the sales person on the customer inspect.
When I set the access to "Browse" it dose what I need for existing contacts but if the sales person tries to create a new customer the system does not allow them to set the sales person and I have the Default "Sales person to Current User" set.
I was expecting that on a new customer the system will default the sales person but it seems to leave it blank.
SERP version 8.3
Is there a way to to achieve this? Sales People are not allowed to change the Sales Person on an existing contact but can have it set to their ID if they create a new contact?
Thanks,
Wayne