Hi there! i just trying for filter a standard cus...
# general
k
Hi there! i just trying for filter a standard customer field on invoice, because standard customer list contains Lead, Prospect and customers. but i want to filter my list to display only customers on standard customer field. Can it be possible through any sourcing filtering? Please help! Thanks In Advance!
n
Creating an invoice converts a lead/prospect into a customer, so this shouldn't be an issue. If it is happening, I would suggest reviewing the cause because it doesn't make sense to keep a customer as a lead/prospect after invoicing. If you had to, you could use the customer Status field to filter.
s
If I understand the question you would like to change the filtering on a Standard field. you would like to limit the options available in the Standard Customer field on the Invoice form. If I have that correct, the answer is no. You cannot change the filtering on a standard field. Also if this were possible it would break the native flow of NetSuite as selecting a Lead or Prospect in the Customer list to create their First invoice would no longer be possible.
k
Thanks alot @Sean Murphy