Display the Sales Rep's Email and Phone Number on a Sales Transaction.

Setting:

The Team Selling feature is not enabled.

Steps to create the custom field for the Sales Rep Email Address.
1. Navigate to Customization > Lists, Records, & Fields > Transaction body fields > New.
2. Enter a Name. (example: Sales rep email)
3. Select Email Address as the Type.
4. Set Store Value is Yes
5. Under the Applies To tab select Sales
6. Under the Display tab, set Subtab : Main.
7. Set the following fields under the Source and Filtering tab
Source list : Sales Rep
Source from : E-mail
8. Save.

Steps to create the custom field for the Sales Rep Phone Number.
1. Navigate to Customization > Lists, Records, & Fields > Transaction body fields > New.
2. Enter a Name. (example. Sales rep phone)
3. Select Phone Number as the Type.
4. Set Store Value is Yes
5. Under the Applies to tab select Sales
6. Under the Display tab, set Subtab : Main.
7. Set the following fields under the Source and Filtering tab
Source list : Sales Rep
Source from : Phone
8. Save.