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.
Update: Narrative Insights has been restored and is now available.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Saved Search/KPI Help - All Returns w/o a Specific Phone Call
Oh this one is just beating me up and I know I'm missing something.
I have a need to create a saved search KPI that shows me the the number of return authorization transactions that do NOT have a phone call with a specific subject attached to them. The subject field is actually a custom drop down that's required on phone calls, so every phone call will have one, but of course, not every return will have a phone call, and most will have multiple phone calls.
The best I've been able to get is using this to return a 1 or 0 for each activity for each return 1 if the activity is something other than my required phone call, or 1 if there's a null (for returns without an activity).
0