can you customize what information a sales rep can...
# ask-stanley-ai
a
can you customize what information a sales rep can see in NetSuite?
c
AI generated answer (using internal Slack threads):
Yes, you can customize what information a sales rep can see in NetSuite. This can be achieved by setting up role-based permissions and restrictions. For instance, if you want a sales rep to only see the customers they’re listed on as a sales rep as well as associated sales transactions, you can set up role permissions to restrict their access to only their own customers and transactions. This can be done by creating a custom role for the sales rep and assigning the necessary permissions to that role. Additionally, you can also customize the visibility of data in reports and saved searches. For example, if you have a main sales report that you want to send to all sales reps as a CSV, but you only want them to see their own customers data, you can add a filter to the saved search of 'sales rep is Mine'. Then, when sending the email, you can add recipients from the results field 'is sales rep'. This way, each sales rep will only receive a CSV of their own data. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.873741031
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.848600268
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.845719099
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