To change a salesperson record, follow the steps below:
Double-click the
icon. The Salesperson window opens, displaying the information for the last
salesperson selected.
Select the salesperson you want to change. If you need instructions, see
Selecting a Salesperson.
Click each box you want to change, highlight the current information
and enter the new information over the highlighted information. For instructions,
see Salesperson
Window Definitions.
Remember,
you cannot change the allowable functions for a salesperson once they are
set up. However, the allowable functions can be deleted so you can enter a
new set of allowable functions. To delete the allowable functions for a salesperson,
contact DDMS Support.
If you are changing information in a search box, (SalesPerson #, Name,
City, or Phone) do not press Enter after typing the new information or a
search is initiated on the information you typed. Either click the next
box you want to change or go to step 4.
You cannot change a salesperson number once it is assigned (SalesPerson
# box). Instead, you must delete the salesperson and assign a different
salesperson number. Before deleting a salesperson, there is important information
you should know. For details on deleting salespersons, see About
Deleting a Salesperson.
After you make the changes, click the
button to save the changes.