Hello friends, I need helpp. When I create new customer Dolibarr 18 assign sales representative automatically. But I need assign new representative but it is not possible (when I want change the array no choise is there). What is right set it up?
which version of Dolibarr?
How many sales representatives do you have?
Version 18.0.4, I have 3 SR but the system assign always SuperAdmin.
That is strange, I don’t use any assigned Sales Representatives, and it says “No particular sales representative assigned” when I look at my Thirdparties?
When you are creating a new customer, you should be able to assign a sales rep. However, you do have to make the assignment.
You can change the sales rep by pulling up your customer and “modifying” that customer. Scroll down to “Assigned to sales representative” and choose the appropriate rep. and then save.
Please Note: There appears to be a bug in the code because I am unable to edit the Sales representative by using the “Ghost Pencil / Edit” button directly in the Third-party screen.
Hope this helps.
Thinking more about it, this is probably because I use the API to create my thirdparties
