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Marketing CRM's

edited Jan 3, 2020 12:57AM in Search / Reporting 3 comments

Hi, I'm trying to set up a CRM that runs daily, which is run by a saved search/dynamic group that pulls certain customers from a chosen criteria (there won't be too many less then 100).
I can't seem to get this to run each day without having to type each line with the on going days (nightmare!!!), surely there must be somewhere that Netuite can run it each day if you tell it to run daily?  Only trouble is I can't seem to find that function anywhere.

Any advise most welcome
Jane

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