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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?"
Searchable First Transaction Date for Customers
I'm trying to work around the issue of tracking new Customers that have $0 sales (i.e. we sent samples etc).
1) I understand you can't retrieve a saved search populated value in another saved search - that is ultimately what I'm trying to do, or find a work around. Limitations - https://netsuite.custhelp.com/app/answers/detail/a_id/31727
2) Created a customer field on the customer form, and Saved Search to populate per this article:
Display the First Transaction Date of a Customer on the Customer Record https://netsuite.custhelp.com/app/answers/detail/a_id/92014
2) I followed this train of thought: Display Summary Search Results in Custom Body Field with Store Value Checked -
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