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January 6, 2025
Solved

Edit Additional Info > Rep Name

  • January 6, 2025
  • 2 replies
  • 50 views

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!

Best answer by BigRedConsulting

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
Level 15
January 6, 2025

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
January 6, 2025

Thanks!