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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.
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NSC | Display the Contact Name in the Activity Record When User Is Logged in Using APC Role
When users log in using the Advanced Partner Center role and navigate to the Partner record > Communication > Activities, the Assigned To column only shows the Partner. The expected result would be Partner: Contact.
This is the standard behavior of the Contact when saving an activity, since they are sharing the same access with the Partner's APC role. You can check this by going to the Partner record > Access subtab.
As a workaround, you can set the Company and the Contact fields in the Related Records subtab for tracking purposes.
- In the Activity record > Related Records
- Set name in the
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Michelle Jabanes | Ask a Guru