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Jan 6, 2025 4:43 PM UTC
Solved

Edit Additional Info > Rep Name

Hi, in customer information, under the Additional Info tab > then the drop down for the Rep names.  Where do we go to edit the Rep names?  Thank you!

BigRedConsulting
Jan 6, 2025 5:06 PM UTC

To create, edit, or delete (unused) reps: 

Start on the QB menu at Lists | Customer & Vendor Profile Lists | Sales Rep List to open the list.

Or, click in the Rep field on an invoice or customer record and click Ctrl-L to open the list.

2 replies

BigRedConsulting
Jan 6, 2025 5:06 PM UTC

To create, edit, or delete (unused) reps: 

Start on the QB menu at Lists | Customer & Vendor Profile Lists | Sales Rep List to open the list.

Or, click in the Rep field on an invoice or customer record and click Ctrl-L to open the list.

ErssAuthor
Jan 6, 2025 5:45 PM UTC

Thanks!