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.
Keep an eye out for upcoming NetSuite events, including meetups, workshops, and webinars. These sessions are a great way to connect with peers, learn from experts, and stay current on the latest NetSuite updates and best practices. Registration links are provided in each event.
Save $30 - limited to first 1,000 registrants
Join the NetSuite community to innovate, connect, and discover what’s next.
SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Register now
Join the NetSuite community to innovate, connect, and discover what’s next.
SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Register now
Reps cannot search for quotes
None of my reps can global search for their quotes, or opps or SO's!!! This is very irritating.
They can still get into the transactions via the customer detail, but that takes a while when you're looking for a lot of them.
Anyone else having this problem???
Looks like it has to do with the role set-up. They are set-up to restrict to themselves and their subs (which is correct and should work), but once I change it no restrictions the transactions can be searched. All transactions are the reps transactions, so based on the restriction info, the reps should be able to find their own quotes, SO, etc....
0