Product Suggestions
Changing account manager is currently to changing from one Acc man to another. Add further options to change account manager based on:
a post code
Or
account manager
Or
a company type.
With also the ability to select different combinations of the above.
Ie this company type managed by this Account Mgr in this post code (or even range of postcodes?) – i.e. processed in one transaction
This can be done via bulk updates.
