cquaid

My Stuff

See All the Unlockable Badges See All the Unlockable Badges

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

Comments

Use formula field {id}

in Scheduled Workflow Won't Attach Task to Project Record Using Create Record Function Comment by cquaid Sep 9, 2019 4:08PM
srosso I have over 15 years of experience in sales operations and have implemented several NetSuite & Salesforce CRM's during that time. NetSuite can be an effective CRM but their approach is a bit unique. I'd be happy to start a dialog, though I see your original post is a few months old. Let me know if you'd still like…

in What is the Best Practices for Sales CRM Comment by cquaid May 23, 2018 3:39PM
Hopefully release 2018.1 fixes this for you. I've worked with several companies over the years that have struggled with this. Multi-Subsidiary customers is a welcome and well overdue functionality.

in Intercompany CRM Activities Comment by cquaid May 23, 2018 3:57PM

cquaid Newbie

Comments