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NSC | Customer's LSA Field Is Not Pulling the Most Recent Sales Activity From Its Contact
Scenario
In the user's customer record, Task was more recent than the Message, and should be logged as the Last Sales Activity.
Soluion
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.
Result:
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Michelle Jabanes | NetSuite Support Community Administrator
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