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Hello Community! Josh Maxwell, a User Experience Researcher for NetSuite Foundation has fun a question for you. Imagine for a moment that NetSuite had an assistant like Alexa or Siri. What would you ask of your NetSuite assistant? Use this survey link to share your top questions to the assistant.
Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
Sales Rep Limited View on Customer Records They Don't Own
Hi all,
Hoping you might have some answers for me. I am trying to allow sales reps to view other customer records, but with very little visibility (like basically just the name and status, no other details or transactions).
I have both the "limit transactions by sales rep" enabled and have the role set to "own and subsidiary" with the allow viewing on, but there is still more on the record than I care to see.
I thought about creating a secondary customer form and dashboard that removes all of the details all on the form itself, then create a workflow to set the custom form field based on user = customer's sales rep, but workflows are notoriously bad at setting the custom form name.
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