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TOPIC: Auto assign Sales Representative or Commercial

Auto assign Sales Representative or Commercial 2 months 2 weeks ago #35402

  • guirot
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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!
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Auto assign Sales Representative or Commercial 1 month 1 week ago #35719

  • guirot
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Hello!

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

Can anyone help??
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Auto assign Sales Representative or Commercial 1 month 1 week ago #35728

  • eldy
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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__
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The following user(s) said Thank You: Peter A. Gebhardt, guirot

Auto assign Sales Representative or Commercial 4 weeks 1 day ago #35891

  • guirot
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Great!

Many thanks Eldy!
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