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#1 2018-03-08 23:47:21

aspirecollection
New member
Registered: 2017-02-19

Multiple rep code per customer

Hi,
Is it possible to have two or Multiple Rep code per customer?
said for example
rep code 1 : head office
rep code 2 : rep

that way both head office & rep could see the customer list?

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#2 2018-03-09 09:06:47

admin
Administrator
Registered: 2008-02-09

Re: Multiple rep code per customer

The RepCode field in the CustomerAccounts CSV file can contain a list of reps. By default the codes should be separated by a semi-colon, however this delimiter is configurable via the Configuration > General section of your cloud account.

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