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Read on for the latest updates including:
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• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
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Don’t miss your chance to meet our SuiteGurus—NetSuite Support professionals and subject matter experts with extensive experience in select product areas, including OneWorld, Advanced & Basic Accounting, Supply Chain Management, Receivables & Payables, CRM, Account Administration, and the SuiteCloud Platform. Full Conference attendees can prebook exclusive 30-minute one-on-one sessions for your product questions.
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Multiple sales reps per customer entity
Hi everyone,
I have an issue with the Customer <-> Sales Rep relationship.
Some of our customers have multiple reps, depending on the Brand (Department) they are purchasing products from. So we can map the reps correctly, we currently have duplicate entities for these customers, each linked to a different rep.
The issue is that our reports and saved searches have to be run multiple times (once per entity) when we want to aggregate data for these customers, and we have to edit multiple customers if the address or the contact changes.
Does anyone have a solution to link multiple reps to a given customer, other than the way we are doing it right now?
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