NetSuite 不是销售团队成员保存的搜索

Question

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.

Answer 1

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...