RE: Filter Location on Sales Order by Role / Saved Search / Script

I’ve got sales managers over multiple locations within their division (class) is it possible to use a saved search as a filter or a script to filter the locations drop down for only their division on a sales order form?  Ive created a custom field on the location called “Division Location” where I pair the location to the Class (Division).

4 divisions -> 25 locations but their 1 division is 6 locations.  It would make it easier to limit mistakes from choosing the wrong location.

titantix133 Rookie Asked on August 19, 2021 in Order Management.
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1 Answers

Does every Sales manager have a separate role?
So a role for division 1/2/3 etc.

Rookie Answered on August 27, 2021.
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