How to Display a Specific Sales Team Member by Role in NetSuite Customer Searches

To display a specific sales team member's name based on their role in a NetSuite customer saved search, a formula text field can be added to the results. This approach aims to identify and present the name of a sales team member assigned a particular role, such as 'Account Manager'.Add a new 'Formula (Text)' column to the saved search results and input the following formula:

CASE WHEN {salesteamrole} = 'Account Manager' then {salesteammember} else '' end

This formula is designed to return the sales team member's name if their role matches 'Account Manager', otherwise, it will display an empty string. While directly accessing and filtering all sales team members and their roles via simple field references in a customer saved search can be complex, this formula attempts to target a specific role.If the saved search results in multiple lines for a single customer due to multiple sales team members, applying a 'Maximum' aggregation to this formula column will consolidate the output, displaying only the identified sales team member's name for that customer.