Thursday, October 11, 2018

Sales Rules does not show option for First Name and Last Name

Situation: When users navigate to Setup > Sales > Sales Rule > New, there is no option to create a rule based on First Name and Last Name.

Solution:

For Last Name, click or use the URL below:
https://system.netsuite.com/app/crm/sales/customerfieldrule.nl?_fldkey=Entity_LastName

For First Name, click or use the URL below:
https://system.netsuite.com/app/crm/sales/customerfieldrule.nl?_fldkey=Entity_FirstName

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