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New to NetSuite | Saved Search for Customer Primary Contact Updates

in CRM (Customer Relationship Management)

Keeping track of changes to your customers' primary contacts is essential for maintaining up-to-date and accurate records. You need a method to automatically track when the primary contact for any customer has been updated in your system. This can help ensure that your team is always reaching out to the correct person, avoiding communication mishaps and improving overall efficiency.

Follow these steps to create a saved search in NetSuite that will alert you to changes in primary contact information:

1.Navigate to the Saved Searches Section:

a. Go to Lists > Search > Saved Searches > New.

2.Select System Notes:

a. From the list of available searches, select

🌟Q4 2025 Community Choice Nominations: Recognize a member who made a difference in our community!

🏆️ Earn Community badges for Refer a Member | Answer Accepter | Content Creator

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Michelle Jabanes | NetSuite Support Community Administrator
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