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.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Stay in the Know
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Company with Email+Activity together?
I'm trying to understand a bit of how Netsuite works. This isn't a fix exactly, just some specific questions to help me understand interactions. Below you see CRITERIA, RESULTS FIELDS, AND RESULTS OUTPUT for a Saved Search. Thanks for your help.
DESIRED RESULT: All emails and Activities for each customer output with sales rep (Activity Owner or Email Sender.
QUESTIONS
1) I'd like to see results for all companies (customer+lead+prospect). Will this search do that, or do I need 3 separate?
2) This is the main one -- Can I do this in one search or do I need separate email and activity searches? From what I can see I'm getting duplicated results, emails are listed multiple times for each activity.
Tagged:
0