megaphone
Update your Profile with your Support type to get your Support Type badge.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Stay in the know of how NetSuite can help grow your business with our guides, webinars, and events. Subscribe Here
What Topic Should We Cover Next? Your idea could be our next feature—drop your suggestion now!
No Limits. Just possibilities. Join us for complimentary one-day events around the world and step into a future fueled by AI and limitless potential. Discover what's next at SuiteConnect Tour 2026.
Try Intelligent Payment Automation – Fee Free For Your First Month For more information, visit this thread.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Check out the Announcements page to stay updated with the latest news, updates, upcoming events, and important community information!
What if your ERP could help surface the next step before you go looking for it? Watch here to learn more!
Don't miss out on our Question of the Week! You only have until tomorrow, May 27, 2026, 6:00PM ET to comment your answers.

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.
Keep an eye out for upcoming NetSuite events, including meetups, workshops, and webinars. These sessions are a great way to connect with peers, learn from experts, and stay current on the latest NetSuite updates and best practices. Registration links are provided in each event.

Multiple sales reps per customer entity

edited Dec 23, 2019 10:44PM in Accounting / ERP 3 comments

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?

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 2 (Apr-Jun 2026)

This Week's Leaders

This Month's Leaders

All Time Leaders