Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Please note that on Saturday, April 11, 2026, at 8:00 PM Pacific time, our Case Management System will undergo a scheduled maintenance for approximately 30 minutes. During this time, case creation via SuiteAnswers will be unavailable and inbound calls will be routed to Customer Service.
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?
0