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Configure Sales Rep Information per UserΒΆ

Note

User settings override all other settings if Customer Owner or Customer User Owner are selected as a display option.

To locate user configuration settings, navigate to My User > My Configuration and click Commerce > Sales > Contacts in the panel on the left.

In the Customer Visible Contact Info list in their user configuration settings, the user will see the options that are enabled and selected in Available User Options on the system, website or organization levels.

Depending on the configuration, the Customer Visible Contact Info list may include one or more of the following options:

  • Don’t Display Contact Info – do not display any sales rep information.
  • Enter Manually – display contact information that is manually entered in the Enter Contact Info field.
  • Use System – fallback to system settings. The option is available only when the Display setting in the system configuration is set to Pre-Configured.
  • Use My Profile Data – display the user profile details as a contact information.

User settings override all other settings only if Customer Owner or Customer User Owner are selected as display options.

Note

To fall back to organization settings, enable the Use Organization checkbox.

In the Enter Contact Info field, provide custom text to be displayed. This text is used as a contact information only when the Customer Visible Contact Info setting is set to Enter Manually.