Check out Oracle NetSuite upcoming events and conferences here
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Attention: Customers with NetSuite Electronic Bank Payment (EBP) SuiteApp, version 2020.2 QA (ID 315896) must UPDATE (do NOT uninstall) their bundle to the Production version 2022.1 (ID 416781) by December 31, 2022. Note: If users fail to manually update the Electronic Bank Payments SuiteApp within the given time window, this version of the SuiteApp (ID: 315896) will be deprecated and the account will not be updated to Leading version (2022.1) of the Electronic Bank Payments SuiteApp. Please refer to the campaign email sent to impacted customers for more information.
Update your Profile with your Support type to get your Support Type badge.

Need Saved Search showing ALL Sales Team Members and Primary Toggle

edited Jan 3, 2020 1:05AM in Search / Reporting 9 comments

Our business model has two sales reps on many accounts, an Outside Sales Rep and an Inside Account manager.  I set these Sales Roles up and imported both reps to many customers.  What I did not do is check the box for primary so that the proper person shows up as primary sales rep.  I need to create a saved search that shows both reps so I can export, reimport and update the Primary toggle.  Can only seem to search one Sales Team Member / Sales Role.   Any suggestions appreciated!

Howdy, Stranger!

Log In

To view full details, sign in.


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


This Week's Leaders

This Month's Leaders

All Time Leaders