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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!
Linking User notes and Activities to custom record
I've created a custom record that has the following fields (so far):
Date
Sales Rep 1 and Sales Rep 2 (type list/record Employee)
Company Visited (type list/record Company)
*****************************
We have 9 retail stores and I have just required our managers to spend 4 hours on the road each week. I would like them to use this custom record to record their activity.
I need to add three more fields to the custom record and cannot figure out how.
1. field called "notes" that, when completed, gets added to the user notes for the company they visited.
2. field called "follow up" that creates a new task related to the company visited).
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