Change sale rep in profit reports to match the contact and job!
Currently when running profit reports, the original sales rep is listed. Our company occasionally needs to switch sales rep. Although the contact and job is updated with correct information the reports show the old sales rep. This is very confusing when trying to demonstrate sales rep performance with revenue and profit .
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Duffy Roof Administration
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This has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.