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.
New to NetSuite | Saved Search for Customer Primary Contact Updates
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
🏆️ Earn Community badges for Refer a Member | Answer Accepter | Content Creator
_______________________________________________________________________________
Michelle Jabanes | NetSuite Support Community Administrator