客户访问功能 - 内联编辑 - 自定义记录
Customer Access feature - Inline Editing - Custom Record
我创建了一个包含 3 个字段(销售订单、自定义列表和日期)的自定义记录以显示在客户视图中。
我还创建了一个搜索,以便能够从搜索结果视图中编辑此记录。
当我在 Netsuite(员工访问)上时,我看到编辑切换按钮并且我能够从保存的搜索结果视图中进行编辑。
但是当我从客户端访问登录时,我无法更改搜索结果。事实上,搜索结果视图上的切换按钮 Edit Line 没有出现。
我想要的行为似乎只适用于员工访问。
- 内联编辑功能已启用(设置 > 公司 > 设置任务 > 启用功能)
- 自定义记录启用内联编辑功能
可能与自定义记录或我为客户访问创建的自定义角色的权限有关
自定义记录
角色权限
Netsuite 客服回答我:
I have reviewed your concern and I've found out that we have an
existing Enhancement for this behavior.
I have tried to replicate your concern in my test drive and I was able
to verify that Inline Editing for Custom Records in Searches is
currently not available - even if the role has Full permission to it.
This is unavailable as the customer center is still not completely
customizable and the permissions of a customer is very limited. The
said feature that you are looking for is still unavailable.
I will attach you case to the Enhancement, please see further details
below.
我创建了一个包含 3 个字段(销售订单、自定义列表和日期)的自定义记录以显示在客户视图中。 我还创建了一个搜索,以便能够从搜索结果视图中编辑此记录。 当我在 Netsuite(员工访问)上时,我看到编辑切换按钮并且我能够从保存的搜索结果视图中进行编辑。 但是当我从客户端访问登录时,我无法更改搜索结果。事实上,搜索结果视图上的切换按钮 Edit Line 没有出现。 我想要的行为似乎只适用于员工访问。
- 内联编辑功能已启用(设置 > 公司 > 设置任务 > 启用功能)
- 自定义记录启用内联编辑功能
可能与自定义记录或我为客户访问创建的自定义角色的权限有关
自定义记录
角色权限
Netsuite 客服回答我:
I have reviewed your concern and I've found out that we have an existing Enhancement for this behavior.
I have tried to replicate your concern in my test drive and I was able to verify that Inline Editing for Custom Records in Searches is currently not available - even if the role has Full permission to it.
This is unavailable as the customer center is still not completely customizable and the permissions of a customer is very limited. The said feature that you are looking for is still unavailable.
I will attach you case to the Enhancement, please see further details below.