Adding a Sales Person to a related to a Job Site

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You can assign a salesperson to all related objects of a Job Site, such as Estimates, Shipments, Transactions, invoices, etc. Before you can do this, you will need to have selected a salesperson in the General Tab in the Job Site properties.

With a Salesperson assigned, you can then assign this user to all related objects.

To do this.

  1. Right-click on the Job Site

  2. Select Add Salesperson to all Related Items

     

  3. Click Change

You will see a list of all items updated