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Hello Community! Josh Maxwell, a User Experience Researcher for NetSuite Foundation has fun a question for you. Imagine for a moment that NetSuite had an assistant like Alexa or Siri. What would you ask of your NetSuite assistant? Use this survey link to share your top questions to the assistant.
Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
Merge contact and lead records or just delete leads only
Questions below related to the screenshot.
4 contacts went in the system as leads and duplicate contact/lead records were created by the system because the company wasn't entered correctly.
I have corrected the company in the contact records so they all point to the right company.
But the lead records are there. I thought maybe I could merge or delete, but they seem to be the same record with the same ID, just showing up in two spots. How do I get rid of the dup Lead records and have only the Contacts left?
ps. Separate question - one contact has "David" as the ID instead C1234 or something. How do I correct that so it has a proper autonumber ID like the rest. Is that possible?
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