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.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
To help you get the most out of your 2025.2 Release Preview account, review the topics outlined in the 2025.2 Release Preview Guide.
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
Search Transaction Follow Up Emails
I'm trying to figure out what % of my open estimates have had follow up emails sent to them after Estimate creation. I'm getting stuck on the formula a little bit though, was hoping someone could help, or point me in a better direction if there's a better way.
My idea was to count the # of estimates total over the selected time period, and then add a column which counts the messages sent, when the message date was after the tran date.
Here's the formula I used:
case when ({messages.messagedate}-{trandate}) >= 1 then 1 else null endUnfortunately, if there are multiple messages this will count them all. I just really need to count the latest message on the transaction. Is there a way to do this?
0