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NSC | Using Last Sales Activity in Custom Formula Field
Scenario:
Custom Formula Field to show the number of days since customer was last contacted based on Last Sales Activity, where contact = Message, Phone call, or User Notes activities.
Solution:
- Navigate to Customization > Lists, Records, & Fields > Entity Fields
- Store Value checkbox = is False
- In Applies To tab, enable records you would like to appear this custom field
- In Validation & Defaulting tab
- Set Default Value to
({today}-{custentity_date_lsa}) - Formula checkbox = Checked
- Set Default Value to
- Click Save & Apply to Forms
The Store Value must be unchecked when using a formula to make the sourcing work.
Do you have a question or want to share your tips on using the
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Michelle Jabanes | NetSuite Support Community Administrator0