{"id":37936,"date":"2026-01-05T10:37:53","date_gmt":"2026-01-05T10:37:53","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&p=37936"},"modified":"2026-01-05T10:37:53","modified_gmt":"2026-01-05T10:37:53","slug":"adding-sales-representatives-names-using-custom-fields","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/adding-sales-representatives-names-using-custom-fields\/","title":{"rendered":"Adding Sales Representatives\u2019 Names Using Custom Fields"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text]Managing sales representatives within the invoicing system enables you to track your sales team\u2019s performance and associate each sale with the representative responsible for it. Through the custom fields feature in invoices, you can neatly add the names of your sales reps and use them later for searching and reporting, making follow-ups and reviews much easier.<\/p>\n

In this guide, we\u2019ll explain how to create a dedicated field for sales representatives and link it to your invoice template.[\/vc_column_text][vc_empty_space height=”64″ css=”.vc_custom_1677491013241{margin-left: 120px !important;}”][vc_custom_heading text=”Creating a Custom Field for Sales Representatives” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1761741600648{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text]From the main menu, go to Sales, then select “Sales Settings<\/strong>“, and navigate to the “Custom Fields<\/strong>” section.<\/p>\n

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Choose the field type as a “Dropdown list<\/strong>“, then in the “Field Label<\/strong>” box, enter \u201cSales Representative<\/strong>.\u201d In the “Choices<\/strong>” box, write the names of the sales reps, one name per line.<\/p>\n

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Next, in the “Validation<\/strong>” screen, make sure all options are set to \u201cYes<\/strong>,\u201d then click “Save<\/strong>“.<\/p>\n

\"\"<\/a>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=”Linking the Custom Field to the Invoice Template” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1761803908733{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text]<\/p>\n

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\"\"<\/p>\n

\u0645\u0646 \u0625\u0639\u062f\u0627\u062f\u0627\u062a \u0627\u0644\u0642\u0627\u0644\u0628 \u0623\u0636\u0641 \u062d\u0642\u0648\u0644 \u0625\u0636\u0627\u0641\u064a\u0629<\/strong>\u060c \u0648\u0623\u062f\u062e\u0644 \u0627\u0633\u0645 \u0627\u0644\u062d\u0642\u0644: \u0645\u0646\u062f\u0648\u0628 \u0645\u0628\u064a\u0639\u0627\u062a<\/strong>\u060c \u062b\u0645 \u0623\u0636\u0641 \u0627\u0644\u0645\u062a\u063a\u064a\u0631 \u0627\u0644\u062e\u0627\u0635<\/strong> \u0628\u0645\u0646\u062f\u0648\u0628 \u0627\u0644\u0645\u0628\u064a\u0639\u0627\u062a \u062f\u0627\u062e\u0644 \u0627\u0644\u0642\u0627\u0644\u0628. \u0627\u0636\u063a\u0637 \u0639\u0644\u0649 \u0632\u0631 \u062d\u0641\u0638<\/strong>.<\/p>\n

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[\/vc_column_text][vc_message message_box_style=”3d” message_box_color=”sky” icon_fontawesome=”fas fa-book”]\u0644\u0645\u0639\u0631\u0641\u0629 \u0643\u064a\u0641\u064a\u0629 \u0625\u062f\u0631\u0627\u062c \u0627\u0644\u0645\u062a\u063a\u064a\u0631\u0627\u062a \u0628\u0634\u0643\u0644 \u0635\u062d\u064a\u062d. \u064a\u0645\u0643\u0646\u0643 \u0627\u0644\u0631\u062c\u0648\u0639 \u0625\u0644\u0649 \u062f\u0644\u064a\u0644 \u0627\u0644\u0645\u062a\u063a\u064a\u0631\u0627\u062a \u0627\u0644\u0643\u0627\u0645\u0644<\/strong><\/a>[\/vc_message][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=”\u0625\u062f\u062e\u0627\u0644 \u0627\u0633\u0645 \u0645\u0646\u062f\u0648\u0628 \u0627\u0644\u0645\u0628\u064a\u0639\u0627\u062a \u0639\u0646\u062f \u0625\u0646\u0634\u0627\u0621 \u0627\u0644\u0641\u0627\u062a\u0648\u0631\u0629” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1757326456320{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text]When issuing a new invoice, go to “Sales<\/strong>” from the main menu and click “Create Invoice<\/strong>“, then under the “Custom Fields<\/strong>“, select the Sales Representative\u2019s name<\/strong> from the dropdown list.<\/p>\n

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[\/vc_column_text][vc_message message_box_style=”3d” message_box_color=”sky” icon_fontawesome=”fas fa-book”]You can refer to the Invoice Creation Guide<\/a> to complete the rest of the invoice details.[\/vc_message][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=”Searching for Invoices by Sales Representative” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1761809099975{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text]<\/p>\n

You can search or filter invoices by sales representative from the “Invoices<\/strong>” screen using the available filter options, and select the desired sales representative to display only their invoices.<\/p>\n

\"\"<\/p>\n

Similarly, you can apply the same filter by sales representative name in “Sales Reports<\/strong>” to view only the data related to that specific representative.<\/p>\n

\"\"<\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":29,"template":"","categories":[2155,2150,2067],"tags":[],"class_list":["post-37936","user_manual","type-user_manual","status-publish","hentry","category-sales-invoice","category-sales-settings","category-printable-templates"],"yoast_head":"\nAdding Sales Representatives\u2019 Names Using Custom Fields - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/adding-sales-representatives-names-using-custom-fields\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding Sales Representatives\u2019 Names Using Custom Fields - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text]Managing sales representatives within the invoicing system enables you to track your sales team\u2019s performance and associate each sale with the representative responsible for it. 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