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Read on for the latest updates including:
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• SuiteWorld On Air registration
• 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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Default Values In Custom Forms
Hi
Our sales reps are allowed to create customer records when preparing estimates/quotes. Our current form to create customer record automatically sets the name of the sales rep to the customer record, preventing other sales reps from accessing this customer record. We end up with duplicate customer record of the same customer.
As an admin, I am able to manually blank off the sales rep name of the customer record to allow access. But this does not solve the problem of multiple records being created. How do I set a default blank value for the field, so that customer records all viewable to all sale reps?
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