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Projects > Find -- Filter by Salesperson

When selecting the FIND option - in the Salesperson field


<No Values Defined?



Best Answer

This is not an error. 


In the Users module, each user that will be considered a 'Salesperson must have 'Salesperson' checked as one of their Roles. You'll get the <No Values Defined?> if none of your users has the role of Salesperson


Users can have multiple roles. The roles will give them access to the various Home screens. 

1 Comment

Answer

This is not an error. 


In the Users module, each user that will be considered a 'Salesperson must have 'Salesperson' checked as one of their Roles. You'll get the <No Values Defined?> if none of your users has the role of Salesperson


Users can have multiple roles. The roles will give them access to the various Home screens. 

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