Open the 
Salesperson/Purchaser Card window.
Shows information about the employees who are recorded in the program as salespeople/purchasers. In this window, you can create a new card each time you want to record an employee as a salesperson/purchaser in the program. You may want to record all the employees to which you plan to assign to-dos as salespeople/purchasers.
From this window, salespeople can access specific information about their activities, for example, they can see lists of their contacts, to-dos, opportunities, as well as set up the time period for synchronization of to-dos with Outlook tasks and calendar items.
For Help about a specific field, click the field and press F1.
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For more information about how to navigate in the user interface, see Work with Microsoft Dynamics NAV. For more information about how to find specific pages, see Search. |