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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Update: Narrative Insights has been restored and is now available.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
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Re: Why is Saved Search not showing the Item?
@Panadick, There must be an issue with the criteria. To help with the troubleshooting, please create a custom Transaction Search and share the results:2 -
Re: Project Management Reports
Hi @Quatro, Sure:2 -
Re: What is the Best way for honing a Transaction search view to only one line per 'deal'?
An Estimate is an "Applied To Transaction" for a Sales Order and is linked to the Sales Order header.1 -
Re: How to expose Customer to another unassigned Sales Rep?
Hi @Jeannie_13902, The most common approach is: Tag the Sales Reps on their assigned Customer Records. CX/Sales Team members are typically tagged on Customer Records via custom fields, such as Client…1 -
Re: Is Report last ran date available in Saved Search?
@User_REJ14, When I read the post's title, 'Is Report last ran date available in Saved Search?" I misinterpreted it as "Last Run" for Saved Searches. NetSuite doesn't gi…1