Hi,
When we have an employee that is very active in the system, so their name appears against Service Orders, contracts, sales rep, service agent, field quotations etc. and they leave the company. What is the best way to go about “replacing” them with a different employee and/or just deactivating them? If we try to deactivate we will get a message to say that cannot be done because they are the SA on SVxxxxxx. After fixing that SV, you get the next and so on. It can take forever. Is there any tool available where you can run to remove employee A and replace with employee B or anything like that? We have V14.5. We have had problems in the past when an inactive employee is set as a primary sales rep and we try to renew a contract, for example.
Best answer by Phil Seifert
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