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Community Poll: What sort of content would you like to see more of?

Company with Email+Activity together?

I'm trying to understand a bit of how Netsuite works. This isn't a fix exactly, just some specific questions to help me understand interactions. Below you see CRITERIA, RESULTS FIELDS, AND RESULTS OUTPUT for a Saved Search. Thanks for your help.

DESIRED RESULT: All emails and Activities for each customer output with sales rep (Activity Owner or Email Sender.


1) I'd like to see results for all companies (customer+lead+prospect). Will this search do that, or do I need 3 separate?

2) This is the main one -- Can I do this in one search or do I need separate email and activity searches? From what I can see I'm getting duplicated results, emails are listed multiple times for each activity.

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Community Whiz

Quarter 2 (Apr-Jun 2024)

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