Is there a way to search by salesperson?
Is there a way to search by salesperson in Moraware?
You can’t use the search function for salesperson but you can easily identify the accounts, quotes or jobs associated with a salesperson by creating views. For example, to find all quotes for a given salesperson:
1. Go to Quote > View Quotes
2. Click on the Options button
3. Click on the Select button to the right of the Salesperson field and select the desired Salesperson(s)
4. Click OK until you are back at the Quotes page
For Accounts or Jobs, go to Account > View Accounts or Quote > View Quotes and then click on the add filter button. To create a filter on Salesperson. Here’s more information on using filters -http://help.moraware.com/article/261-using-filters