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Sale Rep field permission (not by form
Calling all experts! I have already a unique form that our sales reps use so that they cannot change the rep field. However I have a couple of support reps who enter orders for sales reps and it of course applies their rep in the sales rep field. I cannot give them a different form due to strict policies we have about reps change other reps accounts. Does anyone know how to ...
If a new customer order... then the rep would get a different form that has the sales rep field exposed? I am told that if it is for a new customer the support rep can change the sales rep. This is due to existing accounts and manipulation in the past. Any help is appreciated. maybe a work flow? or a form that pops if new customer order?
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