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SuiteWorld October 6 - 9, 2025: Agenda Builder is live!
Read on for the latest updates including:
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Check out this thread to learn more!
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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Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
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.
Follow-up Task for Estimates
Does anyone know of a way to automatically create a task to follow up on an Estimate? Ideally, when a sales rep saves a new estimate, a task gets created telling them to follow up in x amount of days.
In the Help section, under estimates, I found this sentence:
"You can set an expiration date and let NetSuite remind you to follow up on the estimate shortly before it expires."
I know where to set the expiration date but can't find where I can "let netsuite remind" me. Does that just mean I can go in a create a new task manually?
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