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Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
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Don’t miss your chance to meet our SuiteGurus—NetSuite Support professionals and subject matter experts with extensive experience in select product areas, including OneWorld, Advanced & Basic Accounting, Supply Chain Management, Receivables & Payables, CRM, Account Administration, and the SuiteCloud Platform. Full Conference attendees can prebook exclusive 30-minute one-on-one sessions for your product questions.
Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
Saved search not emailing me Alert when new person is added
Hi All,
I am having problems setting up a saved search to email me when a record becomes listed and fits the criteria for the saved search.
I have setup an entity date field called " Follow up date " to tell me when I should follow that client up.
I then created a saved search called " Follow ups due today " and then in the EMAIL tab I selected " Send email alerts when records are created/updated"
I marked the search as public and also put my self as the recipient in the email tab.
So I then went to test this, I edited a clients " follow up date " to today and they then became listed in the " saved search " Follow ups due today "
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