Enhanced advisor assignment search in Quote

^{Major Upgrade}

❗ Important: This feature is currently in the Early Availability (EA) status.

The Advisor Assignment section of the quoting tool is enhanced to resolve the previous search limitation where the search API only returned the first 10 results. This change ensures that every required advisor can be located and assigned to a quote, regardless of their position in the full user list.

To enable this enhancement, the Quote UI is updated where the current single-field search element used for finding and assigning quote owners is now replaced by a two field approach.

To assign the owner:

1. Select the reseller company from the Company Name field.
2. Select the reseller agent from the User Name field.

📝 Note: User Name field is disabled until a valid Company has been set. With this enhancement the Quoting teams will see an immediate improvement in efficiency and accuracy where they are no longer forced to use complex or inefficient workarounds (like impersonating advisors) to assign the correct quote owner.

Feature enablement

This feature is not enabled by default. Contact your AppDirect technical representative to request it.

Setting enablement

The setting for this feature is not enabled by default. Contact your AppDirect technical representative to request it..

Documentation

Documentation will be updated with the release.