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Attention: Customers with NetSuite Electronic Bank Payment (EBP) SuiteApp, version 2020.2 QA (ID 315896) must UPDATE (do NOT uninstall) their bundle to the Production version 2022.1 (ID 416781) by December 31, 2022. Note: If users fail to manually update the Electronic Bank Payments SuiteApp within the given time window, this version of the SuiteApp (ID: 315896) will be deprecated and the account will not be updated to Leading version (2022.1) of the Electronic Bank Payments SuiteApp. Please refer to the campaign email sent to impacted customers for more information.
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NSC | Customer's LSA Field Is Not Pulling the Most Recent Sales Activity From Its Contact
In the user's customer record, Task was more recent than the Message, and should be logged as the Last Sales Activity.
The reason why the Last Sales Activity field is not pulling the latest sales activity is because the task record was not created by the sales rep.
The last sales activity will be populated correctly when you set either of these choices below and click the Update LSA button.
- Change the task owner to the correct sales rep OR
- Change the Sales Rep from the customer's record.
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Michelle Jabanes | Ask a Guru