NetSuite move folder contents and link when converting lead-prospect-customer
I discovered that when you change a customer between the stages of lead/prospect/customer that because each type is linked it's own "Box Record Type Config" and each of those have their own "Record Type Folder Name", that when you go from lead->prospect the files that were originally uploaded to Box that have a folder inside the "lead" folder group does not move with the NetSuite customer change. Hence to the user it seems that the files are lost but really just the link is lost.
There needs to be code change that when a customer stage is changed that any linked data in Box Content needs to be moved to the new stage folder and the folder link needs to be updated as well.
-
Anonymous commented
Please add this functionality - this is very important workflow in NetSuite and to have Box mirror it would greatly improve the experience.