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Automatic Email Reminder for Overdue Balances
Hi All
Our client would like to set a recurring schedule to send a reminder email to overdue customers.
We are trying to follow the steps in Suite Answer 64676 but are not able to proceed with step 6 Select Customer/Project Fields? There is no Customer/Project Fields in the Drop Down Lists at all?
Please help provide the correct steps for Suite Answer 64676 released 2 Jan 2024.
Automatic Reminder for Overdue BalancesShareLast Updated02/01/2024Reading Time3 minsAnswer ID64676
Applies To
Product: NetSuite 2023.1
Scenario
User needs to set up automatic Email reminders based on a Saved Search for Overdue Balances.
Solution
1. Navigate to
Thanks for your guidance.
Kedalene Chong
0