My Stuff
Comments
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Hello all, Thank you all very much for the help. I used the Workflow with one state and sent the emails and it is working fine now.
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Thanks Kultquist, I already have a saved search with the needed criteria. I will modify and run.
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Can you help me with it? I am a novice with scripting.
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Hello al3xicon, thanks for the info on Dunning. Had already checked on the Dunning, it is an add on application and we have not bought that yet. However, if you can send me some sample code, I'd appreciate it.
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Hello Olivier, I apologize for the ignorance, you can tell I am new to CRM/ERP world. I did add a couple of custom fields to the item fulfillment record. They are transaction column fields and I can see them in the item subtab view. However, when I imported the records I chose the custom record type for import type.…
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Hello Evan, Thanks for helping with this. The orders have already been fulfilled in NetSuite but spreadsheet of these fulfilled orders with the new added fields were also kept. Now I want to update these fulfilled items with the two new fields and the data. Yes to your second question. The custom record type was created by…
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Hello, did you ever get an answer to this issue? We are having the same problem.