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Hello Community! Josh Maxwell, a User Experience Researcher for NetSuite Foundation has fun a question for you. Imagine for a moment that NetSuite had an assistant like Alexa or Siri. What would you ask of your NetSuite assistant? Use this survey link to share your top questions to the assistant.
Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
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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.
QUESTIONS
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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