Karen Mason
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I am trying to have my people record conversations with vendors, customers, etc. We are using the History file, but in the case of Customers, we cannot change the "rep" so that we print out a list of various contacts a particular person has made. Sometimes there are collection calls, sometimes there are general sales calls, sometimes there are calls regarding quotes, etc. The person who is set as the "rep" cannot be changed to reflect a different person. Any ideas on how to accomplish my task?
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