This article will guide you through defining forcing staff selection during agreement write up for commission.
Navigate to Setup > Sales > Sales Settings > New Agreements > Force Staff Selection for New Agreements.
When set to No it will default the Responsible Staff field to the currently logged in staff and not require a Responsible Staff selection to be made in order to proceed from Step 1 to Step 2 of the New Agreement process.
When set to Yes it will not default the Responsible Staff field to the staff logged in and will show Choose staff for sale.
A staff member will be required to be selected in order to proceed with the New Agreement process.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Club Setup - Can access setup
- Club Setup - Can access sales general settings