{"id":3772,"date":"2018-03-14T15:36:51","date_gmt":"2018-03-14T15:36:51","guid":{"rendered":"https:\/\/answers.gurussolutions.com\/answers\/how-to-display-a-specific-sales-team-member-by-role-in-netsuite-customer-searches-2\/"},"modified":"2026-07-28T18:26:06","modified_gmt":"2026-07-28T18:26:06","slug":"comment-afficher-un-membre-specifique-de-lequipe-commerciale-par-role-dans-les-recherches-clients-netsuite","status":"publish","type":"qa_entry","link":"https:\/\/answers.gurussolutions.com\/fr\/answers\/comment-afficher-un-membre-specifique-de-lequipe-commerciale-par-role-dans-les-recherches-clients-netsuite\/","title":{"rendered":"Comment afficher un membre sp\u00e9cifique de l&rsquo;\u00e9quipe commerciale par r\u00f4le dans les recherches clients NetSuite"},"content":{"rendered":"","protected":false},"template":"","meta":{"_kad_blocks_custom_css":"","_kad_blocks_head_custom_js":"","_kad_blocks_body_custom_js":"","_kad_blocks_footer_custom_js":"","_kadence_starter_templates_imported_post":false,"_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"_kad_post_classname":"","ga_subtitle":"D\u00e9couvrez comment configurer une recherche enregistr\u00e9e client dans NetSuite afin d\u2019identifier et d\u2019afficher le nom d\u2019un membre de l\u2019\u00e9quipe commerciale auquel a \u00e9t\u00e9 attribu\u00e9 un r\u00f4le particulier, tel que celui de responsable de compte.","ga_short_answer":"Pour afficher un membre sp\u00e9cifique de l\u2019\u00e9quipe commerciale en fonction de son r\u00f4le dans une recherche enregistr\u00e9e client de NetSuite, utilisez une colonne de texte contenant une formule. La formule CASE WHEN {salesteamrole} = 'Account Manager' then {salesteammember} else '' end permet d\u2019identifier ce membre. Si plusieurs lignes s\u2019affichent, appliquez une agr\u00e9gation MAX afin de regrouper les r\u00e9sultats pour chaque client.","ga_scenario":"Les utilisateurs ont souvent besoin d\u2019identifier rapidement le membre sp\u00e9cifique de l\u2019\u00e9quipe commerciale en charge d\u2019un client en fonction du r\u00f4le qui lui a \u00e9t\u00e9 attribu\u00e9, tel que \u00ab Responsable de compte \u00bb. Les recherches enregistr\u00e9es standard relatives aux clients peuvent ne pas afficher directement ces informations de mani\u00e8re regroup\u00e9e, ce qui rend difficile la cr\u00e9ation de rapports sur les contacts cl\u00e9s sans \u00e9tapes suppl\u00e9mentaires. L\u2019objectif est d\u2019afficher uniquement le nom du membre de l\u2019\u00e9quipe commerciale concern\u00e9 dans une colonne d\u00e9di\u00e9e.","ga_solution":"Pour afficher le nom d\u2019un membre sp\u00e9cifique de l\u2019\u00e9quipe commerciale en fonction de son r\u00f4le dans une recherche enregistr\u00e9e client NetSuite, vous pouvez ajouter un champ de texte de formule aux r\u00e9sultats. Cette approche vise \u00e0 identifier et \u00e0 afficher le nom d\u2019un membre de l\u2019\u00e9quipe commerciale auquel un r\u00f4le particulier a \u00e9t\u00e9 attribu\u00e9, tel que \u00ab Responsable de compte \u00bb. Ajoutez une nouvelle colonne \u00ab Formule (Texte) \u00bb aux r\u00e9sultats de la recherche enregistr\u00e9e et saisissez la formule suivante :\n\n```\nCASE WHEN {salesteamrole} = 'Account Manager' then {salesteammember} else '' end\n```\n\nCette formule est con\u00e7ue pour renvoyer le nom du membre de l\u2019\u00e9quipe commerciale si son r\u00f4le correspond \u00e0 \u00ab Responsable de compte \u00bb ; dans le cas contraire, elle affichera une cha\u00eene vide. Bien que l\u2019acc\u00e8s direct et le filtrage de tous les membres de l\u2019\u00e9quipe commerciale et de leurs r\u00f4les via de simples r\u00e9f\u00e9rences de champs dans une recherche enregistr\u00e9e client puissent s\u2019av\u00e9rer complexes, cette formule vise \u00e0 cibler un r\u00f4le sp\u00e9cifique.Si la recherche enregistr\u00e9e g\u00e9n\u00e8re plusieurs lignes pour un m\u00eame client en raison de la pr\u00e9sence de plusieurs membres de l\u2019\u00e9quipe commerciale, <a class=\"ga-interlink\" href=\"https:\/\/answers.gurussolutions.com\/fr\/answers\/how-to-apply-advanced-filtering-with-summary-formulas-in-netsuite-saved-searches\/\">l\u2019application d\u2019une agr\u00e9gation \u00ab Maximum \u00bb<\/a> \u00e0 cette colonne de formule permettra de regrouper les r\u00e9sultats, en affichant uniquement le nom du membre de l\u2019\u00e9quipe commerciale identifi\u00e9 pour ce client.","ga_source_author":"Martin McNicoll","ga_source_author_email":"","ga_date_original":"2018-03-14T08:36:51-07:00","ga_date_verified":"2026-07-05","ga_source_subject":"How to display the sales team member for a particular role on a customer search","ga_ans_id":"ANS-0113","ga_publish_decision":"publish_with_edits","ga_staleness_risk":"high","ga_review_priority":"spot_check","ga_tier2_verdict":"partially_outdated","ga_tier2_concerns":"The direct accessibility and behavior of `{salesteamrole}` and `{salesteammember}` fields in a customer saved search to retrieve *all* sales team members for a particular role, as implied by the formula, appears to be a known limitation or requires more complex joins than suggested. Community discussions indicate difficulty in directly searching or displaying all sales team members and their roles on a customer record via simple field references in a saved search.","ga_final_category":"Saved Searches & Formulas","footnotes":""},"ga_category":[91,3,91],"ga_audience":[89],"ga_difficulty":[92],"class_list":["post-3772","qa_entry","type-qa_entry","status-publish","hentry","ga_category-recherches-enregistrees-et-formules","ga_category-saved-searches-formulas","ga_audience-administrateur-netsuite","ga_difficulty-niveau-intermediaire"],"taxonomy_info":{"ga_category":[{"value":91,"label":"Recherches enregistr\u00e9es et formules"},{"value":3,"label":"Saved Searches & Formulas"},{"value":91,"label":"Recherches enregistr\u00e9es et formules"}],"ga_audience":[{"value":89,"label":"Administrateur NetSuite"}],"ga_difficulty":[{"value":92,"label":"Niveau interm\u00e9diaire"}]},"featured_image_src_large":[],"author_info":[],"comment_info":"","_links":{"self":[{"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/qa_entry\/3772","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/qa_entry"}],"about":[{"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/types\/qa_entry"}],"version-history":[{"count":1,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/qa_entry\/3772\/revisions"}],"predecessor-version":[{"id":5693,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/qa_entry\/3772\/revisions\/5693"}],"wp:attachment":[{"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/media?parent=3772"}],"wp:term":[{"taxonomy":"ga_category","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_category?post=3772"},{"taxonomy":"ga_audience","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_audience?post=3772"},{"taxonomy":"ga_difficulty","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_difficulty?post=3772"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}