Assigning Reps to Several Customers

You may want to assign several customers to a rep, or change reps for several customers.

1. From the Set-up menu, click Traders. The Trader card opens.
2. On the Browse tab, search for the traders to which you want to assign a rep. Common ways of limiting your search include:
   • Trader types – Clear All Types and select Customers.
   • Code – type part of a code that will return several customers
   • Postcode – type part of a postcode, such as a postcode area, that will return several customers
   • Account managers – clear All account managers and select a manager from the list
   • Rep managers – clear All rep managers and select a manager from the list
   • Rep – clear All rep names and select a rep from the list
   • Rep – type part, or all, of a rep code
3. Click Search. In the List View tab, the traders matching the search parameters are displayed.
4. Clear the option All below the grid, bottom left.
5. Below the grid, click the Rep / Area Changes tab.
6. In the Rep list, select the rep you want to assign to the customers.
7. In the List View grid, click and then use extended selection, to select the customers.
8. Click Change Rep.

The rep is assigned to the selected traders.

See Also