3 Replies Latest reply on Feb 12, 2020 5:25 PM by Estee

    NetSuite Saved Search Showing Inside Sales Rep If There Is One

    4165061

      I'm trying to do a saved search in NetSuite that returns all of the customers in a particular state and, for those which have an Inside Sales Rep, the name of that rep.

       

       

      But if I specify Sales Team Role = Inside Sales Rep in the criteria, the result only contains customers who have an Inside Sales Rep (and we have some that do not).

       

       

      If I don't specify the Sales Team Role in the criteria but list Sales Team Role and Sales Team Member in the Results, then I get every customer, but a row for every sales team member, with their role - so multiple lines per customer. I don't want that.

       

       

      I just want a line in the results for each customer and, if there is an Inside Sales Rep on that customer, that person's name.

       

       

      Any suggestions?