Salesperson Aliases

You can view and create salesperson aliases in the Salesperson database. Setting up salesperson aliases allows you to restrict which customers a salesperson can view. When querying customers, the salesperson only sees the customers assigned to his or her salesperson number. To allow the salesperson to view additional customers, assign a salesperson alias.

 

To restrict a salesperson to only viewing his or her customers, set the Restrict Salesperson Access to Their Customers Only parameter in the (LHY) screen to Y. After setting this parameter, DDMS recommends that you rebuild the customer index files. Go to the text-based (A) Customer Master screen and select the [R] Reindex function. Select the [E] function to reindex the customer records for salespersons.

 

Next, go to the Salesperson Master tab and use the drop down arrow in the User Type box to select Salesperson. When querying customers, this salesperson only sees the customers assigned to his or her salesperson number or salesperson alias. See Adding Salesperson Aliases.