Ideas for Acumatica

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Add SalesPerson selector to Opportunity screen

Since CRM is a sales tool, there should be a SalesPerson selector available on Opportunities screen and/or Project Quote screen.  In some cases, the OwnerID is not necessarily the same as the SalesPersonCD.  The functionality should follow through the entire CRM --> Project Quote -->Project process.  You would Select Salesperson at Opportunity screen...which auto-populates each related quote with the same selection and remains all the way to the creation of the Project.   Like Distribution module carries those key fields between QT, SO, and AR documents.  

  • Kelly Burns
  • Jan 7 2020
CRM
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