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SuiteWorld October 6 - 9, 2025: Agenda Builder is live!
Read on for the latest updates including:
• Agenda Builder launch
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• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
Track Last Sales Activity for Customers & Contacts Together
We are trying to create a way to track if a customer has been contacted within 6 months. We created customer saved search for Last Sales Activity, but that only catches communications logged at customer/company level.
We have many communications that were only logged to the contact level and not the customer/company level. Does anyone have a good suggestion of how to track Last Sales Activity for both the Customer and all of the customer's contacts at the same time?
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