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Why is my Saved Search sending 2 Emails
I created a Saved Search for Credit Limit Warning Holds. The Hold Reason field is a custom field we created. Then some scripting sets the Credit Limit Hold in this custom field if the sales order is over the customers credit limit. My Customer Service Teams wants an alert to be created and email to them when this happens…
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Saved Search to Project Resources when Project Status change
Hi Community On a project you can assign Project Resources. Now when the status changes from In Progress to On Hold we want that the NetSuite sents an email to all the project resources. I created a saved search that registers all projcect of with Status = 'ON HOLD' On Results tab I have: Recipients from Result So when an…
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Saved Search Scheduled Email Not Sending
Good Morning Are there any limitations to what type or what content/features can be included in a scheduled saved search? I have one setup that shows as it's running at the correct time in the execution log but no emails are being sent. I'd rather not send the details of my search, I'm looking for any known 'gotchas'…
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How to send email alerts to Customers when Invoice is Paid?
I've created a search, and if i'd like to be notified when invoice is paid in full, ideally with a link to the project (name is the project record), how do i set that up? Thank you!
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NSC | Send E-mail When a New Task is Created
User wants an email alert when a new task was created for their Customer. Below are the concept steps to create an email alert: Navigate to Lists > Search > Saved Searches > New > Task Search Title: Enter Title Example: Send Email When New Task Is Created Click Criteria Click Standard Filter: Select Date Created Date…