regroup customer by saleman

Dynamics 365 Business Central/NAV User Forum
1

I wonder if a salesman can regroup his customer and display on the role center on NAV2016 ?

2

Hi,

There is no relationship between Nav Users and Salesperson, but there are some other ways round -

  1. Your SalesPerson can Create Views in Navision and Save those Custom Views in respective Role Center.

Have a look on this quick video - https://goo.gl/44IgSe

Let me know if any issues.

3

Onless you think about the “My Customers” list?

4

How do you create and how do you retrieve my customer list ?

5

Hi

i think Erik is Talking About Page 9150 My Customers. This Actually Can Be Activated on Role Center -->Menu–>Customize–>Customize This Page–>Add My Customers