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.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Keep an eye out for upcoming NetSuite events, including meetups, workshops, and webinars. These sessions are a great way to connect with peers, learn from experts, and stay current on the latest NetSuite updates and best practices. Registration links are provided in each event.
Save $300 - limited to first 1,000 registrants
Join the NetSuite community to innovate, connect, and discover what’s next.
SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Register now
Join the NetSuite community to innovate, connect, and discover what’s next.
SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Register now
Can you export activities?
We will be going live with NetSuite in the next week. We have some activites (phone calls, emails, etc) that we want to keep, but will be deleted when the final Quickbooks import takes place.
What is the best practice to back-up these activities? Here are some things we have thought of and I would love feedback on the feasbility of each.
1) Use the off-line client and download all activities and then sync back to NS once we have gone live and all contacts/leads reentered.
2) Use the Show Activities button and download the PDF that is created. Once we go live add the PDF to the contact/lead. This would help us have records of previous contacts, but is less desirable than just importing those activities back to the contact/lead.
0