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Intelligent Payment Automation version 1.0.3 is now available in the SuiteApp Marketplace. The SuiteApp, powered by BILL, lets you automate payments, manage vendor details, and bank account information within NetSuite. Learn more
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Hello Jamie, We use the Email Header to identify which saved search triggered the email alert. For more information, you can refer to SuiteAnswers article: Identify Which Saved Search Triggered the Email Alert Received (Answer Id: 23780). To check if the email was triggered by a Workflow, you can check the entity or…
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Hello Chase, This can be done by creating a custom field that will be applied in Task, Event and Phone Call records. Please refer to the steps below: 1. Navigate to Setup > Customization > CRM Fields > New 2. Give it a name (e.g. Custom Field - Multiple Select) 3. On Type= Multiple Select 4. On List/Record= Customer 5.…
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Thank you for the information. I did see this message when viewing the Sales Campaign, however we aren't trying to edit, just send an email via the campaign, which is triggered by the workflow? But I guess this means the same thing?! We have moved on now with using a Marketing Campaign instead. If we will send a Sales…
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Through further testing, we were using Sales Campaigns and it appears that only the manager of the sales campaign can have the workflow trigger. When we changed this to a marketing campaign, it worked fine for all users. Is this by design?! :h_a_w: Hello Tony, Per SuiteAnswers article Sales Campaigns (Answer ID: 9409), you…