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NSC | Combine User Note Date and Phone Call Date in one Formula Field in a Saved Search
Scenario 1:
In a Saved Search, combine the User Note Date and Phone Call Date in a single Formula Field.
The expected result is to show the total number of user notes and phone calls created per contact THIS YEAR.
Soution
- Navigate to Lists > Search > Saved Searches > New
- Select Contact
- Enter Search Title
- In Results tab
- Field: Name
- Summary Type: Group
- Field: Formula (Numeric)
- Formula:
Formula (Numeric) = CASE WHEN TRUNC({usernotes.notedate},'Year') = TRUNC({today},'Year') AND TRUNC({call.startdate},'Year') = TRUNC({today},'Year') THEN 1 ELSE 0 END.
Scenario 2:
The expected result is to show the total number of user notes and phone calls created per contact LAST YEAR.
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Michelle Jabanes | NetSuite Support Community Administrator0