Discussions
Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
Don’t miss your chance to meet our SuiteGurus—NetSuite Support professionals and subject matter experts with extensive experience in select product areas, including OneWorld, Advanced & Basic Accounting, Supply Chain Management, Receivables & Payables, CRM, Account Administration, and the SuiteCloud Platform. Full Conference attendees can prebook exclusive 30-minute one-on-one sessions for your product questions.
Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
Saved Search Help - Last Status Change
Hi all,
I have a Saved Search whereby I'm attempting to show, in Summary view, all New Leads, New Prospects and New Customers for 'this month' by Geographic location (Custom Field).
In order to attempt to get these 4 columns into the one search, I'm using Criteria that is analyising System Notes records - in particular, when the Status was either Set or Changed and then looking at the date it changed to see if it occurred 'this month'.
The issue I've inevitably encountered, however, is that where more than one Status change has occurred within the one month, I then have erroneous results in my "Sum" Summary Type, therefore showing, for example, one New Lead created AND one New Prospect created whom are one in the same record (where I only want to show 1 new Prospect).