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.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Stay in the Know
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Please note that on Friday, March 20, 2026, at 8:00 PM Pacific time, our Case Management System will undergo a scheduled maintenance for approximately 4 hours. During this time, case creation via SuiteAnswers will be unavailable and inbound calls will be routed to Customer Service.
NSC | Combine User Note Date and Phone Call Date in one Formula Field in a Saved Search
Scenario 1:
In a Saved Search, combine the User Note Date and Phone Call Date in a single Formula Field.
The expected result is to show the total number of user notes and phone calls created per contact THIS YEAR.
Soution
- Navigate to Lists > Search > Saved Searches > New
- Select Contact
- Enter Search Title
- In Results tab
- Field: Name
- Summary Type: Group
- Field: Formula (Numeric)
- Formula:
Formula (Numeric) = CASE WHEN TRUNC({usernotes.notedate},'Year') = TRUNC({today},'Year') AND TRUNC({call.startdate},'Year') = TRUNC({today},'Year') THEN 1 ELSE 0 END.
Scenario 2:
The expected result is to show the total number of user notes and phone calls created per contact LAST YEAR.
🌟Q1 2026 Community Choice Nominations: Recognize a member who made a difference in our community!
🏆️ Earn Community badges for Refer a Member | Answer Accepter | Content Creator
_______________________________________________________________________________
Michelle Jabanes | NetSuite Support Community Administrator0