megaphone
Update your Profile with your Support type to get your Support Type badge.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Stay in the know of how NetSuite can help grow your business with our guides, webinars, and events. Subscribe Here
What Topic Should We Cover Next? Your idea could be our next feature—drop your suggestion now!
No Limits. Just possibilities. Join us for complimentary one-day events around the world and step into a future fueled by AI and limitless potential. Discover what's next at SuiteConnect Tour 2026.
Try Intelligent Payment Automation – Fee Free For Your First Month For more information, visit this thread.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

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.

Can Anyone Identify What This Does?

edited Nov 22, 2019 10:32AM in CRM 4 comments

I came across this check box labeled "Restrict by Transaction Sales Rep Only" located in the Setup SFA General Tab.  I have not been able to find any mention of it within the User Guides.  I contacted Gold Support and it appears that they never knew it existed :eek: , since this is the third day of them "running test scenarios."  If you are familiar with this feature please describe for me what it accomplishes.

I am hoping that by checking this box it will allow our sales team to view customer records where they are not the Rep but restrict the transactions. Hopefully keeping them away from transactions that they are not the Rep for.  Also if you are familiar with this feature does it apply to reports as well?  Thank you in advance for your assistance.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 2 (Apr-Jun 2026)

This Week's Leaders

This Month's Leaders

All Time Leaders