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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?"

New to NetSuite | Saved Search for Customer Primary Contact Updates

in CRM (Customer Relationship Management)

Keeping track of changes to your customers' primary contacts is essential for maintaining up-to-date and accurate records. You need a method to automatically track when the primary contact for any customer has been updated in your system. This can help ensure that your team is always reaching out to the correct person, avoiding communication mishaps and improving overall efficiency.

Follow these steps to create a saved search in NetSuite that will alert you to changes in primary contact information:

1.Navigate to the Saved Searches Section:

a. Go to Lists > Search > Saved Searches > New.

2.Select System Notes:

a. From the list of available searches, select

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🏆️ Earn Community badges for Refer a Member | Answer Accepter | Content Creator

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Michelle Jabanes | NetSuite Support Community Administrator

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