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 Feb 11, 2020 11:34 PM

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?

1. Re: NetSuite Saved Search Showing Inside Sales Rep If There Is One

Estee Feb 12, 2020 2:24 PM (in response to 4165061)

I wouldn't put a criteria in for the sale rep. The only criteria you would need is on the state. On the results page, just include the inside sales rep field; For those that have one, & are in the particular state, it'll populate that field. If they dont have a isr, then that field will just be blank.
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2. Re: NetSuite Saved Search Showing Inside Sales Rep If There Is One

4165061 Feb 12, 2020 4:16 PM (in response to Estee)

If I understand you correctly, you suggest criteria of:

Billing Address : State/Province = Texas (for example)

And in the results,

Sales Team Role

Is that correct? There's no specific field for Inside Sales Rep to use i the results. If I do the above, I get a line for every member of the sales team on every record.
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3. Re: NetSuite Saved Search Showing Inside Sales Rep If There Is One

Estee Feb 12, 2020 5:25 PM (in response to 4165061)

Oooo my fault. I understand what you mean now. Then this criteria should work for you:

Billing Address : State/Province = United States - Texas

On the results tab:

Field: Company Name
SUMMARY TYPE = GROUP

Field: Formula (Text)
SUMMARY TYPE = Maximum
FORMULA = case when {salesteamrole} = 'Inside Sales Rep' then {salesrep} else null end
Custom / Summary Label = Inside Sales Rep
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