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Hello Community! Josh Maxwell, a User Experience Researcher for NetSuite Foundation has fun a question for you. Imagine for a moment that NetSuite had an assistant like Alexa or Siri. What would you ask of your NetSuite assistant? Use this survey link to share your top questions to the assistant.
Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
Help with Workflow that creates a new task. Looking to link the tracking on the task form to google
Hello and thank you in advance for reading my request for help.
I have successfully created a Workflow that uses a Sales Order Saved Search to identify shipped orders and sets tasks for a particular user to follow up 5 days after an order ships. Each evening, the saved search will identify the orders that shipped for that day. The workflow will take the result and create a task and assign the Due Date (follow up) to be 5 days after today - formula: {today}+5 . The two areas that I cannot seem to figure out are how I can assign the appropriate Sales Rep to each task. I am able to
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