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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!
Searchable First Transaction Date for Customers
I'm trying to work around the issue of tracking new Customers that have $0 sales (i.e. we sent samples etc).
1) I understand you can't retrieve a saved search populated value in another saved search - that is ultimately what I'm trying to do, or find a work around. Limitations - https://netsuite.custhelp.com/app/answers/detail/a_id/31727
2) Created a customer field on the customer form, and Saved Search to populate per this article:
Display the First Transaction Date of a Customer on the Customer Record https://netsuite.custhelp.com/app/answers/detail/a_id/92014
2) I followed this train of thought: Display Summary Search Results in Custom Body Field with Store Value Checked -
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