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SalesReps can see History of Orders from previous SalesRep Codes

Cullan Maher

Modified on: Thu, 28 Oct, 2021 at 8:24 AM

This new feature allows SalesReps to view history of ALL orders, that also includes the previous SalesReps who placed orders under a different SalesRep Code.

In the screenshot below, you will see the expected behavior and that this is the first order placed with this account associated with SalesRep ALI. There are no other orders with this Rep.

Now with the new feature, when you select the SHOW CUSTOMER ORDERS tab under Filters on the left hand side, you will be able to see past orders that were placed with the previous SalesRep Code.

Please CLICK HERE to view a video talking about this feature more in depth.