How to Activate Sales Representative Tracking


Within the BD platform, it is possible to activate Sales Representative Tracking for members.

To activate this feature, navigate to Settings >> Advanced Settings and search for:

Enable Sales Rep Field In Edit Members Form

System Variable: enable_sales_rep_field

When activated, a new search field called Choose Sales Rep Name will be available under My Members >> Search Members:

Also, a new filter will be added in the Finance >> Transaction History section:

Assign a Sales Rep for each member by clicking on the Quick Edit option:

And assign a Sales Rep directly under the Sales Representative field:

This system name for the sales rep value is ref_code

Now this information added will display as a dropdown option:

Important Note: This field will be available as a column when Exporting Member Results as well.