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Assigning Calls and Customizing the Alert

edited Jan 3, 2020 1:17AM in Search / Reporting 2 comments

When you assign someone a phone call and check the box to email them, the email doesn't contain the phone number from the call form.  There's a hanful of ways to fix this with custom searches. but I want to edit the default Netsuite alert to include the phone number field.

Any ideas where I should look?

Thanks,
Greg

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