The customer Profile has the CSR set up in it, but it would be nice if the SM Work Orders, SM Work Order Quotes and SM Agreement would automatically populate the CSR when the customer number is typed in, just as the Craft pulls over, based on what lives in the Service Site.
Guest
| Company | 1- Airco Mechanical |
| Job Title / Role | SM Coordinator |
| I need it... | 1 month |
Dear Viewpoint Suggestion Box contributor;
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Where is the Customer Service Rep located? I do not see it in the SM Customers or SM WO? I know that we created a ud field for something similar. Is this a ud field?