Auto assign Sales Representative or Commercial

Hello All,

I am using 8.0.3 and have all the permissions enabled.

When creating a new third, the system does not assign the currer user as commercial automatically. Before this 8.0 version was working fine.

Just saw here https://github.com/Dolibarr/dolibarr/pull/9578/commits some information, but it should be fixed in 8.0.3.

Am I wrong in anything? Any ideas?

Thanks for your help!

Hello!

I just update to 8.0.4 looking forward to fix the problem. Still the same…

Can anyone help??

Fix can be done in 2 steps.
First, apply this fix: https://github.com/Dolibarr/dolibarr/commit/087a4400b0db5ccf4e3d9b293758fcfe957df186

The expected behaviour is that data is not filled by default.
But once the fix is done, you can then use the feature “Home - Setup - Default values” to force the default value of this field by adding a line into “Default values tab” with

URL: societe/card.php
Field: commercial
Value: USER_ID

2 Likes

Great!

Many thanks Eldy!