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Discover new innovations across NetSuite with 2026 Release 2
■ NetSuite 2026.2 Release Notes
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■ NetSuite 2026.2 Release Notes
■ NetSuite SuiteApps Release Notes
■ NetSuite Sneak Peeks
■ Release Preview Guide
■ Release Preview Test Plan Template
Action Required: Review and submit pending reconciliation matches before the NetSuite upgrade to avoid rework. After 26.2, unsubmitted matches will be unmatched. For more details, see SuiteAnswers 1047397
Update Customer Record / Trigger Customer Workflow when Activity or Email created
I need to change the status of a Customer Record from Lead to Prospect when the first communication is logged (either an Activity or an Email)
I have created a couple of custom fields on the Customer record linked to saved searches to count the number of Activities and Emails on that Customer.
I have a workflow that will check to see if it is a Lead (of the appropriate Status) and if the Activity or Email count is greater than 0, and then update the status to Prospect.
But I can only get this to trigger on Editing the Customer record.
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