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3946615 Newbie

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  • Thanks. I expected that something like this would be the case and understood the standard functionality. Even with the setup you suggest there is still no way to default the partner field. For example, all leads assigned to a given sales rep would also have the partner field set to X. Also, doesn't seem like you even have…
    in How to have a New Lead Automatic Partner Assignment? Comment by 3946615 Feb 18, 2008 10:35AM
  • So I managed to figure out how to write a very simple script to accomplish my goal. It's described in this thread: https://usergroup.netsuite.com/users/showthread.php?t=12239
    in How to have a New Lead Automatic Partner Assignment? Comment by 3946615 Apr 30, 2008 9:38AM
  • So I solved my own problem, but it still seems like I'm missing something. Using the nlapiLoadRecord() call I get the appropriate territory assignment. Seems like this should still be available without that call from an online form as it works with the UI. Oh well, here's the updated script. It's set to execute after…
    in Script to assign partner using territories help Comment by 3946615 Apr 26, 2008 6:08AM
  • I'm thinking that it has to do with joined fields. I have the primary contact email and phone in the search results. When I use the insert record functionality on the customize message tab, here's what's inserted: Company: {companyname} Product Interest: {custentity_productinterest} Primary Contact: {contact} Email:…
    in Saved Search Custom Email Comment by 3946615 Nov 17, 2008 2:51PM