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Action Required: Review and submit pending reconciliation matches before the NetSuite upgrade to avoid rework. After 26.2, unsubmitted matches will be unmatched. For more details, see SuiteAnswers 1047397

Sales Rep default on new customer records

edited Jun 2, 2025 2:24PM in Ask A Guru 3 comments

Hi,

When an employees Sales Rep box is checked on the employee record, they will default as the sales rep on new customer records they create. Can this feature be disabled ( without using a workflow ) ?

Thanks

Asher

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