megaphone
Update your Profile with your Support type to get your Support Type badge.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Stay in the know of how NetSuite can help grow your business with our guides, webinars, and events. Subscribe Here
What Topic Should We Cover Next? Your idea could be our next feature—drop your suggestion now!
No Limits. Just possibilities. Join us for complimentary one-day events around the world and step into a future fueled by AI and limitless potential. Discover what's next at SuiteConnect Tour 2026.
Try Intelligent Payment Automation – Fee Free For Your First Month For more information, visit this thread.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

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.

Partner Search

edited Jan 3, 2020 12:36AM in Search / Reporting 3 comments

I have what I think should be a very simple search but has turned out to be very difficult. I have spent several hours on the phone with NS C/S with no resolution.

We are lenders and during the underwriting process it is necessary to inform the broker (Partner) of the latest updates and to notify them of any additional docs needed.

What I'm looking for is a saved search that will retrieve the partner information from the lead form so that we may send regular updates to the broker that sent the lead to us.

It seems to me that this should be a basic function of the software but maybe I'm missing something.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

This Week's Leaders

This Month's Leaders

All Time Leaders