Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Update: Narrative Insights has been restored and is now available.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
INACTIVE - Employees, Sales Teams, etc.
I have Employee records and old Sales Team records checked as INACTIVE.
Is there a way to make them NOT show up in drop-down lists when I'm trying to assign things. Examples include:
- Assigning a Lead / Customer Record to a Sales Rep or Sales Team.
- Mass Updates
- Choices for adding to the Sales Team tab (at the employee level)
I need to be able to make these people completely invisible from any future choices. They are no longer with the company and I need to be able to ensure that people don't EVER use them in the future.
INACTIVE checkbox doesn't work...Please help!
0