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!
Update your Profile with your Support type to get your Support Type badge.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
NetSuite 2025.2 Release Notes - This document summarizes the changes to NetSuite between 2025.2 and the previous release.
To help you get the most out of your 2025.2 Release Preview account, review the topics outlined in the 2025.2 Release Preview Guide.
SuiteWorld October 6 - 9, 2025: Agenda Builder is live!
Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
Please note that on Friday, September 19, 2025, 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 | Send E-mail When a New Task is Created
in CRM
User wants an email alert when a new task was created for their Customer.
Below are the concept steps to create an email alert:
- Navigate to Lists > Search > Saved Searches > New > Task
- Search Title: Enter Title
- Example: Send Email When New Task Is Created
- Click Criteria
- Click Standard
- Filter: Select Date Created
- Date Created: Set to "within today"
- Click Set
- Click Email
- Send Email Alerts When Records Are Created/Updated Checkbox: Enter Checkmark
- Click Specific Recipients: Select your target recipient(s)
- Click Customize Message
- Click Save
Please share your thoughts on this topic in the comments section below. 😊
🏆️ Earn Community badges for Refer a Member | Answer Accepter | Content Creator
_______________________________________________________________________________
Michelle Jabanes | NetSuite Support Community Administrator
Tagged:
0