Sales reps not appearing on the order page

  • I’ve added all my sales reps and attached them to customers/jobs and selected to show both first and last names in the options tab, yet nothing shows up: https://foxwardrobes.com.au/track-my-job/ put in J00TESTER to see what I mean.

    (You can also see the half sentence where the apostrophe makes the text disappear from my other post)

    Thanks
    Rachel

Viewing 12 replies - 1 through 12 (of 12 total)
  • Plugin Contributor etoilewebdesign

    (@etoilewebdesign)

    Hi Rachel,

    If you want the sales rep information to show on the tracking results page, then you need to make sure to check corresponding boxes in the “Order Information Displayed” setting in the “Basic” area of the “Options” tab.

    Thread Starter rachelvolpe

    (@rachelvolpe)

    I have, as I stated in the original post.

    Plugin Contributor etoilewebdesign

    (@etoilewebdesign)

    Hello rachelvolpe,

    If you have checked all three boxes for the Order Information Displayed in option in the Basic Area under the Options Tab in the plugin Dashboard :
    – Sales Rep
    – Sales Rep First Name
    – Sales Rep Last Name

    Then it should at least Display the Label – Sales Rep.

    We are trying to replicate the same issue on our test server. Could you please send us a screenshot of the settings that you have in order for us to see which all fields are you displaying in the tracking form.

    Best regards,

    Plugin Contributor etoilewebdesign

    (@etoilewebdesign)

    edit: This was a duplicate post

    Thread Starter rachelvolpe

    (@rachelvolpe)

    https://drive.google.com/open?id=0B45TSh495WiiZC1hNUdYdkZoODA

    There is only the First and Last name boxes in the Options > Basic > Order information displayed tab.

    Plugin Contributor etoilewebdesign

    (@etoilewebdesign)

    That just looks like you aren’t using the premium version. As mentioned on the plugin page, the sales rep feature is a premium feature. Since you were discussing using sales reps, we thought you were using the premium version.

    Thread Starter rachelvolpe

    (@rachelvolpe)

    No, I am definitely using the premium version, see: https://drive.google.com/open?id=0B45TSh495WiibnExbWJoM29qSHc

    Plugin Contributor etoilewebdesign

    (@etoilewebdesign)

    Hello rachelvolpe,

    We apologize for the confusion, currently, we have no option to display Sales Rep Fist Name and Last Name on the Tracking form. The display options you see are for the Sales Rep Form. That being said, we have noted this as a feature suggestion and will be adding this to future update as an option soon. In the meantime, if you wish to display the Sales Rep for the orders, you could create a custom field(Sales Rep) and add the Sales rep name to each order in the Order Details. This way you will be able to display that custom field in the Tracking form.

    Best regards,

    dear in charge,
    i created a custom field (sales rep) and add the Sales rep name to order but this info doesn’t goes into the sales rep list……

    Plugin Contributor etoilewebdesign

    (@etoilewebdesign)

    Hi Gordon,

    I’m not sure what you mean. As stated previously, there is no functionality for this. The custom field is a workaround in order to display the sales rep name on the front end. It will not have any effect on the actual sales rep assigned to the order.

    Will you be able to associate sales rep to the order at frontend ?

    Else we hv to manually assign again at backend. This is inefficient. ..

    Plugin Contributor etoilewebdesign

    (@etoilewebdesign)

    As we mentioned previously, in the other thread you started, sales reps can only be assigned to orders in the admin. Please do not post about the same thing in multiple threads.

Viewing 12 replies - 1 through 12 (of 12 total)
  • The topic ‘Sales reps not appearing on the order page’ is closed to new replies.