Discussions
Join us for complimentary one-day events around the world and step into a future fueled by AI and limitless potential. Explore new breakthroughs, sharpen your skills, and connect with experts who are shaping what’s next. Experience bold keynotes, interactive learning, and connections that span the global NetSuite community. Discover what's next at SuiteConnect Tour 2026.
We’re excited to announce that the 2025 Community Recap is now available! This special recap highlights the amazing contributions and achievements of our members over the year and celebrates the collective success of our community.
Check your personalized recap to see the impact you made in 2025 and how your efforts helped shape our community’s growth and success.
View Your 2025 Community Recap
Thank you to everyone for your passion, collaboration, and support. Here’s to building an even stronger community together in the year ahead!
Custom Round Robin Assignment system
I need to assign a CSR (Customer Service Rep) to each new customer we get. Initially a simple Round Robin model would suffice, down the road I will need to incorporate different rules that will effect the assignment.
My initial plan is to have a single custom record, "CSR Manager" and a single instance of this record.
This record would have child records, "CSR Assignment Details" with fields such as:
[LIST]
[*]Current Number of Assignment - the current number of patients assigned to this CSR
[*]Max Number of Assignment - the most this CSR can handle
[*]Available - true/false (out of the office, fired, etc)[/LIST]The CSR Manager record would have a "Last Assigned CSR" field which would be used for the round robin (next CSR = Last CSR + 1)
Steve Klett | Senior Developer
NetValue Technology