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.
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.
Open Opportunity Workflow
I am in need of a workflow that Opens an existing Opportunity in a new window when a user opens a Phone Call Record where the Opportunity is listed on the Phone Call record.
I am able to send the rep to the Opportunity record, but in doing so the rep leaves the Phone Call Record which they need in order to record the outcome of the Phone Call.
I do not want the sales rep to see the Title of the Opportunity when they open the Phone Call Record.
Any direction would be great.
0