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.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Keep an eye out for upcoming NetSuite events, including meetups, workshops, and webinars. These sessions are a great way to connect with peers, learn from experts, and stay current on the latest NetSuite updates and best practices. Registration links are provided in each event.
Searching for Customers without Tasks entered in last X months
Use case: Identify customers without a task created in the last 12 months, preferably as a dashboard KPI.
Any suggestions on how this might be done using a customer search? Limiting results based on the Task’s Creation Date is not effective since customers with recent tasks (less than 12 months old) can also have old tasks which cause them to match the criteria.
0