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Erss
Level 5

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!

Solved
Best answer January 06, 2025

Best Answers
BigRedConsulting
Community Champion

Edit Additional Info > Rep Name

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.

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2 Comments 2
BigRedConsulting
Community Champion

Edit Additional Info > Rep Name

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.

Erss
Level 5

Edit Additional Info > Rep Name

Thanks!

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