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selling items to employees

edited Nov 22, 2019 10:31AM in CRM 7 comments

Some time ago, in this forum, (I think I'm recalling correctly) I read that when an employee wanted to buy something from the company, you assigned him/her the role of "customer center."

I have employees with this role, but when I try to create an invoice for them, their name does not show up.

This leads to a larger problem. Before the 2007 release, when an employee wanted to buy something from the company, what worked was to create another login for that employee, solely as a customer. This allowed you to create an invoice/estimate for the employee as a customer.

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