Salesrep role in transaction saved search

In order to retreive the role of sales rep from employee record for a transaction search, the exact join would be difficult to get. Try like {salesrep.role} or {salesrep.roleid} . This may or maynot be as in your NetSuite. Such fields are not available under the drop down list .

Sample:

Under results tab of the transaction search:

Formula(Text) = {salesrep.role} would return the role / roles of the sales rep from employee record.

Leave a comment

Your email address will not be published. Required fields are marked *