Context menu - Salesperson

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You may change the Salesperson for a selected document or documents. Salespersons can be changed for posted as well as unposted documents.

To change the salesperson on documents:

1.On Action → Documents (Documents list screen), select the Document type, if the correct document type is not selected.

2.Select the Salesperson(s), right-click on Salespersons context menu and select empty or the salesperson from the sub-menu. The Salesperson will change on documents and the reports.

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