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What happens when a rep is assigned to an order that is not the same rep that is assigned to that customer?

April 26, 2017customer happens rep

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What happens when a rep is assigned to an order that is not the same rep that is assigned to that customer?

1 Answer

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Posted

Since a rep should be able to see every order that they are credited for; the above order is pulled into that rep’s data set. Further, since an order can not exist without a customer, the customer record is now pulled into the data set of that rep.