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Re: How to expose Customer to another unassigned Sales Rep?
Hi @Jeannie_13902, The most common approach is: Tag the Sales Reps on their assigned Customer Records. CX/Sales Team members are typically tagged on Customer Records via custom fields, such as Client…1 -
Re: Is Report last ran date available in Saved Search?
@User_REJ14, When I read the post's title, 'Is Report last ran date available in Saved Search?" I misinterpreted it as "Last Run" for Saved Searches. NetSuite doesn't gi…1 -
Re: Project Management Reports
Hi @User_DPOHC, You can build a Saved Search that shows the Total Amount of Projects, Total Invoiced, Amount Invoiced, and Remaining Invoiced. Are you attaching projects to Sales Orders? The report m…2 -
Re: How to restrict accounts payable users from using specific bank account for bill payments?
Hi @User_5MUAE, You can use the "Restrict to Department" and "Restrict to Class" options on required GL accounts. For more information, please refer to the "Restricting Accou…1 -
Re: How to create a Transaction Search Opps detailing both won and invoiced, and open?
@User_NG5TG, With the newly proposed method, you will still have individual amounts. Because the formula is "Numeric/Currency" with the SUM, you will now see the Transaction Total at the bo…2