how to dynamically insert sales rep info on quote?

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digitalscepter
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Joined: 29 May 2010 09:38
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how to dynamically insert sales rep info on quote?

Post by digitalscepter » 27 Oct 2013 18:09

I've modified the default quote 2 to my liking but want to add a section for the sales persons contact information. What fields or calculations can I use to get this?

grant
Posts: 318
Joined: 02 Jun 2004 17:42

Re: how to dynamically insert sales rep info on quote?

Post by grant » 01 Nov 2013 09:21

Assuming you have the salesperson's initials in the Salesperson field of the transaction, and have set up a corresponding Name record for them, then you would use the lookup function to extract the information:

Lookup(SalesPerson, "Name.Name")
Lookup(SalesPerson, "Name.Mobile")

etc.

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