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!
Update your Profile with your Support type to get your Support Type badge.
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
To help you get the most out of your 2025.2 Release Preview account, review the topics outlined in the 2025.2 Release Preview Guide.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Intelligent Payment Automation version 1.0.3 is now available in the SuiteApp Marketplace. The SuiteApp, powered by BILL, lets you automate payments, manage vendor details, and bank account information within NetSuite. Learn more
What marketing calls and emails do you see as essential?
What marketing calls and emails do you view as essential?
I'm setting up saved searches (of orders) for a new sales person to make sales calls from. Initially I had filters set to sales over X dollar threshold that occurred on the "same week last year" (with no sales from that customer since that order). They'd make a "thanks for the nice order last year ...what else can we do for you" call.
Then I thought about another search with "customer's very first order closed three weeks ago" with a X dollar order size threshold. Our sales guy would call with a "Welcome to our company and did you find everything acceptable" call.
0