Ron
12/27/2024, 9:22 PMCeligo AI
12/27/2024, 9:22 PMAI generated answer (using internal Slack threads):A SalesRep report component in NetSuite is a part of the reporting feature that allows you to generate reports based on the activities of sales representatives. This can include standard activities such as Phone Calls, Events, Tasks, Emails, and Notes. The SalesRep report can be customized to display a summary of activities by type and can be filtered by a specific sales representative. This is particularly useful for management teams who want to track sales rep activity metrics and have a clear overview of their performance. In a transaction saved search, the primary sales rep field is usually just called "Sales Rep". You can create a saved search on the Customer record and join it to Activities, Messages, and User Notes from the Customer record. Fields like Owner and Author on these records can be used to identify who created them. If you want to send a sales report to all sales reps as a CSV, but only want them to see their own customers' data, you can add a filter to the saved search of "sales rep is Mine". Then send an email and add recipients from the results field as "sales rep". For automation, you can schedule it as an email with an attachment, then use the "Recipients from results" Tab and set it to "Sales Rep" if it is in the results. Then they get just a CSV of their data separated out. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
12/27/2024, 9:22 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.810704112
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.807152808
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.80684793
Celigo AI
12/27/2024, 9:22 PM