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Hi everyone. We're running into a scenario where we're reassigning quotes to a different salesperson and it would be helpful to be able to change the "Created By" data to reflect the new salesperson handling the quote.
Does anyone know if this is possible?
I am only familiar with our instance and maybe the experts can give you more infomration however I don't believe you could easily (if at all) change the Created By data however we can change the Salesperson and/or the Owner as well if that works instead. We have a customization to turn off a lot of things but we can still change the Salesperson on the item level as in the screenshots and you can change/assign owners if that works for your situation.
See below:
Thanks, Steve! I think we can make the Owner field work for our purposes here. Appreciate the help!