I have customers and prospects as companies and a lead can be individual or company. I need to create a saved search that returns all of the contacts of prospects, contacts of customers and all of the leads in one list. I can do a contact search where status = all available statuses and I get the primary contact of customers, primary contact of prospects and all leads (individual or company) If I add contact.name to the results tab, I get all contacts of prospects and customers but I lose all of the individual leads. I'm attaching image of the criteria and results field. This setup returns the primary contacts and all leads but I need all contacts. My goal is to get a list of every contact or lead in NetSuite to send to external system.
Do a Customer search with the following criteria:
USE EXPRESSIONS = YES
Contact : Internal ID is not none Or
Is Individual is true
In your results you can use a Formula(Text) to get the proper name and/or email:
decode({isperson},'Yes',{altname},{contact.entityid})
Finally heard back from support. It turns out you can tell NetSuite to treat individuals like contacts:
When you navigate to Setup > Company > General Preferences, you have there an option to SHOW INDIVIDUALS AS CONTACTS. When this feature is enabled, individual type customer records will now show in list of Contacts
You will need two separate searches to accomplish this. One for the Leads and one for the Contacts as these are two separate Tables in NetSuite.
Related
It's easy to do a saved search for when some person is a member of the sales team - how can I search for customers where a particular person is NOT a member of the sales team?
What I'm trying to do is find all the customers in a certain geographical area which do NOT have a certain person in the sales team. They all should; I know some don't, and I need a list of those ones that don't.
I don't have sales team enabled on my NetSuite account, so I can't really write it out for you. But, essentially, you could just script a customer search, and load the sales team for each customer. Then loop through the team, checking as you go. If you find the correct person, move on to the next customer, if not, log that customer to a return variable. Hope that helps...
We want to have a sales order dashboard where we only show orders for certain sales people based on the logged in user. For example, we have sales people BB and CR who share an assistant TP. BB can see his orders on the dashboard. CR can see his orders on the dashboard. TP can see orders for both of them on his dashboard. We also have people outside of sales who need to see all orders. We want to do all of this without having to create a bunch of custom dashboards. We wanted to maintain 2 dashboards - one filtered one for sales people and one unfiltered one for everyone else.
We have gotten close to solution by using a generic inquiry. We created custom fields on the salesperson that point back to a logged in user (UserID1 and UserID2). Multiple custom fields were used because a single sales person could be visible to 2 people. We then joined SOOrder to SalesPerson inside our GI. We then wanted to join the Users table on (SalesPerson.UserID1 = Users.PKID AND SalesPerson.UserID1 = #me) OR (SalesPerson.UserID2 = Users.PKID AND SalesPerson.UserID2 = #me). That would allow us to create a filter where Users.PKID is not null to limit the view for sales people and then not use any filter on the non-sales dashboard.
The problem is that #me is not available on the Relations section. It is only available on the conditions section. We tried to just have the join of SalesPerson.UserID1 = Users.PKID or SalesPerson.UserID2 = Users.PKID and then creating the condition for the #me portion. The issue there is that it only shows records with a match. That won't work for non-sales people.
Is there some way to include #me or an equivalent on the relations tab? Any better way to accomplish this?
Built-in variables like '#me' aren't well documented which raises questions about support of this feature.
Try this instead:
In generic inquiry TABLES tab, add table 'PX.Data.AccessInfo'.
In PARAMETERS tab, add a new parameter (ex: 'P1') and set the Schema Field value to 'Accessinfo.UserID' (use 'Accessinfo' or the alias for that table declared in TABLES tab).
In the RELATIONS tab in the join condition Child Field you can reference the '[P1]' variable.
Accessinfo DAC contains current record of the logged in user and reflects the information you see when you click your profile in the top right of Acumatica pages. If the solution doesn't work right away you can debug it with the Request Profiler page to look up the generated SQL query for the GI.
I have a sharepoint list "Notes" with columns [Title] and [Department].
I fetch values for column [Department] from another list called "Departments" (columns [Id] and [Name].
I want this:
Everytime I add new record in "Notes", I want to set permission for this record according to permission set on the value in column Department.
So, basicaly, I SOMEHOW need to first set permissions, which users or groups has rigths for each department in list "Departments". After that, I need to inherit this permission in "Notes" list from the value of [Department].
For example:
Departments list would look like this
Billing (some permission for users or groups)
Operations (some permission for users or groups)
Sales (some permission for users or groups)
I want to add new record in "Notes" like "Hello, new item" and I chose department "Billing".
Now, I want that only users/groups which has rigths to see Billing records can see this record. No one else.
And so on... as soon as I add new record with [Department] Operations, I want only users/groups which have rigths to see Operations record to see only these records.
Is there any solution for me? I think it should has something to do with sharepoint designer workflow "Replace permission" but I never figured it out how to set as described above.
Thanks,
Jan
As you mentioned, the "Replace List Item Permissions" Action is the only way to achieve this without creating a custom event receiver. Here is a blog post about it: http://spcycle.blogspot.com.tr/2012/01/how-to-create-workflow-to-change-item.html.
Having said that, I don't think securing sensitive information at item level in a shared list by using workflows is a good idea. What if the workflow stops working someday for some reason? Not a rare case when you upgrade your SP deployment to the next version... People would keep using that list by relying on the assumption that their information is secured and I can imagine that that can create a lot of trouble for some. Besides if the number of items in that list is going to be "high" you will have performance issues and potentially hit the soft limits of SharePoint.
I would create a separate list for each department to store their notes or create a folder in the Note List for each department, lock it down to the corresponding department and ask that department's users to put their notes into their department's folder.
Is it possible to create a Drop-down list in InfoPath which connects to Active Directory and fills the list with UNIQUE Department Values only (no repeating ones)
I need this for an InfoPath so when a user entering the data can pick one of the departments listed in the drop-down. Any help would be appreciated.
I've had a look at the people picker control, which works great for User names, but the department field is a separate field and has nothing to do with the user I pick, so I simply need a control which is populated by the unique Department codes in AD.
Any help would be appreciated.
You should really contact your administrator for this sort of information. You do not want a form to query every AD user to pull their department and get the unique values just to populate a drop down list. It is very possible to obtain the list of unique directories, however you should work with your administrator to populate this data to an XML web page or other similar solution and then connect your form to THAT data source through the form. The point is you are missing a step of obtaining the queried data.
With that said you can obtain the department of the user by querying the get user profile service to obtain the department name, elinating the need to even create a populated drop down list. See this article.
I'm trying to create tag-like category field for my contacts in SugarCRM. I've read through some docs, created a module and connected it with my contacts as 1 to N relation. The problem is, that Edit Form allows to choose only one category, but then you can add as many as you want in Contact View.
But when you search, it only finds contact that have category set in edit form, but does not pay attention to other categories set in list.
What is the correct way to create 1 to N relation so all of the items would be used in search results?
thanks in advance,
Michael
You should be able to use a MultiSelect field for the tagging and it pick up correctly during searches.