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

Hi, Jason,

We've entered your suggestion for R&D for you.

Hi,

This is a good idea.

And add the optional fields from the company profile that could be directed to the contact would also help.

Thanks,
Brian

My Sales director was curious if there is an ETA on this update or something that does not have a timeframe to be implemented.
Thank you

A quick bump for visibility. Is this something that is in the new AR update?
Thank you for your time
Jason

Hi Jason,

Sorry, no, this suggestion has not been implemented in the recent Receivables release.

Thank you for the quick response. I hope that it is something R&D approve and it gets added soon.

-Jason