Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
To help you get the most out of your 2025.2 Release Preview account, review the topics outlined in the 2025.2 Release Preview Guide.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Intelligent Payment Automation version 1.0.3 is now available in the SuiteApp Marketplace. The SuiteApp, powered by BILL, lets you automate payments, manage vendor details, and bank account information within NetSuite. Learn more
importing Tasks associated with leads or customers
Originally when NS was brand new to us we started entering customer / lead information manually due to the fact that the companys data over the last 10 years has gotten trashed. (names in phone number fields, addresses in name fields, notes in phone fields..etc)
we have about 10,000 customers yet to enter still (roughly...) and we have gathered and scrubbed our data so it's ready to be imported.
We need to assign a reminder to each of these customers / leads so that they are contacted in a timely manner. Simply importing these customers will lead to them getting lost in the system with nobody contacting them.
0