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SuiteWorld October 6 - 9, 2025: Agenda Builder is live!
Read on for the latest updates including:
• Agenda Builder launch
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• And more!
Check out this thread to learn more!
Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
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Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
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.
Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
Security Flaw? Preventing roles from editing by Stage?
Is there anyway to prevent users, by role, from editing customer records based on Stage.
We have a pressing need to restrict our sales reps from editing any record in the Stage of Customer, but would have to leave Prospect and Lead editable.
Basically, when a lead becomes a customer, the rep should not be changing anything on the customer record (address, name, etc).
Under the Role-->Permissions-->Lists:
if i set Customers to "View" for my sales rep role, that role cannot edit any Lead, Customer, or Prospect.
There are Security levels for Companies, Contacts, Customers, etc. but nothing for stage.
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