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We’re excited to announce that the 2025 Community Recap is now available! This special recap highlights the amazing contributions and achievements of our members over the year and celebrates the collective success of our community.
Check your personalized recap to see the impact you made in 2025 and how your efforts helped shape our community’s growth and success.
View Your 2025 Community Recap
Thank you to everyone for your passion, collaboration, and support. Here’s to building an even stronger community together in the year ahead!
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Follow-up Task for Estimates
Does anyone know of a way to automatically create a task to follow up on an Estimate? Ideally, when a sales rep saves a new estimate, a task gets created telling them to follow up in x amount of days.
In the Help section, under estimates, I found this sentence:
"You can set an expiration date and let NetSuite remind you to follow up on the estimate shortly before it expires."
I know where to set the expiration date but can't find where I can "let netsuite remind" me. Does that just mean I can go in a create a new task manually?
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