Add the option to purge by Salesperson to the Sales Order \ Utilities \ Purge * menus for all options.
Current options do not allow purge by Salesperson. This would be helpful when Salespersons leave the company or clean current Salesperson history.
Sales managers, Sales people and Office managers could use this feature to clean out old Sales Orders and Quotes and reduces confusion about old open orders and declutter database.
by: Don W. | over a year ago | Sales & Distribution
Comments
Also, where it has "Select Field" there is a drop down of options to sort by ie; salespersonNO.
Sorry clearify. The 'Select Field" NEEDS to have the drop down options as explained above, currently does not have drop down options to sort by.