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!
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Stay in the Know
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
How can I find Customer records w/ no events?
Our salespeople periodically need a list of accounts which they haven't called upon in during a specific time period.
In the past I have gone through a multi-step process: first exporting a list of all customers; next exporting a list of events, summarized by customer; then compared the two lists within Excel, saving the ones that didn't have any activity.
I'd sure like a more efficient method, and one that salespeople could run themselves.
0