In a Customer saved search, how can I display the ...
# ask-stanley-ai
n
In a Customer saved search, how can I display the Sales Rep’s email address? When I add the Sales Rep Email field, it shows up blank, even though the customer record (under Sales > Sales Rep) has a Sales Rep assigned who is an Employee.
c
AI generated answer (using internal Slack threads):
In NetSuite, to display the Sales Rep's email address in a Customer saved search, you need to add the field 'Sales Rep: Email' in the Results tab of the saved search. However, if the field shows up blank, it could be due to the following reasons: 1. The Sales Rep assigned to the customer is not an Employee type. The Sales Rep field in NetSuite can hold either an Employee or a Partner. If a Partner is assigned as a Sales Rep, the 'Sales Rep: Email' field will be blank because Partners do not have an email field in NetSuite. 2. The Sales Rep (Employee) does not have an email address specified in their Employee record. 3. Team Selling is enabled. When Team Selling is enabled, the Sales Rep field is replaced by a sublist, so you can add one or more sales reps (team). In this case, you might not be able to pull the Sales Rep's email directly. If you are sure that the Sales Rep is an Employee and has an email address specified, and Team Selling is not enabled, then the 'Sales Rep: Email' field should display the email address in the saved search. If not, you might need to check the settings and permissions related to the Sales Rep and Employee records. ****** 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: 0.840576172
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.831054688
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.827209473
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