When we set up a customer, we assign a Main Representative to the customer. This representative had visibility only to his customers using the CRM functionality.
When we receive an order from the customer, it is entered through our customer service group. The customer service person who enters the order is set as the Main Representative for this particular order.
This means that the Main Representative for the customer has no visibility to the customer’s orders.
Is there a way to automatically add the Main Representative on the customer record to any customer orders created for that customer, so they will be able to see the order?