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Discover new innovations across NetSuite with 2026 Release 2
■ NetSuite 2026.2 Release Notes
■ NetSuite SuiteApps Release Notes
■ NetSuite Sneak Peeks
■ Release Preview Guide
■ Release Preview Test Plan Template
■ NetSuite 2026.2 Release Notes
■ NetSuite SuiteApps Release Notes
■ NetSuite Sneak Peeks
■ Release Preview Guide
■ Release Preview Test Plan Template
Action Required: Review and submit pending reconciliation matches before the NetSuite upgrade to avoid rework. After 26.2, unsubmitted matches will be unmatched. For more details, see SuiteAnswers 1047397
Lead Qualifier Saved Search
Can anyone help me with the function formulas needed to accomplish the following results?
I need to create a saved search that displays the milestones (and the date the milestone was reached and the performer) from Lead to Customer. I know I need to reference the System Notes fields: SET BY, OLD VALUE, and NEW VALUE but I'm having a hard time putting it all together.
Here are the search requirements:
1) Two (employee) Leads Qualifiers will be changing lead status from Lead-Unqualified to Lead-Qualified.
2) Leads Qualifiers + Sales Reps will be changing Lead-Qualified to Prospect-In Negotiation to Customer-Closed Won, etc.
3) Show the date converted, Lead name, city, state, and sales rep.
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