Hi Guys,

We are coming across this problem more and more frequently as our customer base grows and our sales team is more separated per region. Our specific issue is that the "Salesperson" field is used exclusively for our brokers that work with our company and we use "Report Group" to signify our internal Sales team members.
Our specific issue is that our distribution per customer is growing meaning a single 'Customer' can have 20+ Ship-To addresses that can have different salesmen (brokers) and be in different regions which need to be assigned via Report Group.
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Simply put, can you add the Report group field to be added into the Contacts/Shipto under each customer?
Thank you,
Jason




Edited by Jason (10/03/18 10:10 AM)