Mr. Boseman, a Sales Manager, wants to select another team’s sales rep in the Customer record, but he sees only his own subordinates in the list. Which option in the Custom Role page does he need to enable to select a sales rep outside his team?
Mr. Boseman, a Sales Manager, wants to select another team’s sales rep in the Customer record, but he sees only his own subordinates in the list. Which option in the Custom Role page does he need to enable to select a sales rep outside his team?
In order for Mr. Boseman to be able to select a sales rep from another team, he needs to enable the 'Do Not Restrict Employee Fields' option on the Custom Role page. This option allows users to select any employee in employee fields, regardless of team affiliation.
Correct answer is D
https://suiteanswers.custhelp.com/app/answers/detail/a_id/35042/loc/en_US
Correct answer is D - Do Not Restrict Employee Fields This comes from the field help box on the Custom Sales Manager role in NetSuite: Check this box to allow users with this role to select any employee in employee fields. For example, a sales manager could select any sales rep in the Sales Rep field on a customer record even if that sales rep is part of another team.
https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/bridgehead_4637690919.html#Setting-Employee-Restrictions
D , as said from others too