Discussions
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Saved search alerts not always working
Hello,
I've created several saved search alerts based on the following criteria: subsidiary, territory, campaign response category, campaign response date (as today), created date (using a past date so that all leads that were updated gets picked up). I've checked off "Send email alerts when records are created/updated", added to the recipient list, on Recipients from Results, i chose "Account Manager" checked send on update, customized the message and used single-record results with indicated fields.
I asked my IS department, and they said that I must add created date and subsidiary to the criteria for the alert to work - I did that even though I never had to use that criteria before. The alerts don't always work - however when I run the saved search, the lead will show up - meaning it should have been picked up and sent off via email.