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
Sales Rep Activity Search
Trying to build a search that will show me how many customers a sales rep has "touched" over a given period of time.
We're defining "touched" as an order, message, or phone call logged.
So far I've got the following:
Criteria:
(Activity: Date completed = is on today, OR Date of Last Order = is on today, OR Messages: Date = is on today)
Results:
Sales Rep - Group, Name - Count
I know I could edit the criteria for custom date ranges, but for my sales manager it would be much easier to give him a filter to do this. I can't think of a way to make this work with a filter, however, since each of those "activities" is actually a different record, with a unique date field.
0