If you are using job categories and have employees who work regularly with the same customers, you can assign them to customer records to speed up invoicing and improve reporting information.
When you assign a primary salesperson to a customer record, the employee's name automatically appears in the Sold By box of any transactions involving that customer.
The Salesperson box is located on the Address tab of your customer records.
You can:
Assign a salesperson to a customer record
Assign an employee to a job category
Print the salesperson's name on invoices, orders, and quotes