Creating a Customer Workflow to create Phone Calls to be Assigned (Organiser) of the relevant customer's Partner. What would work for that assignment? Partner join of? I also tried {partner.id} & {partner}
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AI1
04/29/2022, 1:25 AM
Is the Assigned organizer field on the phone call record an entity field? Or just an employee field?
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Netsuite Tragic
04/29/2022, 3:28 AM
The field can be Employee or Partner. Seems the issue was we had the MANAGE MULTIPLE PARTNERS ON CUSTOMERS AND SALES DEALS. feature enable. Removing this now allows {partern.id} to populate.