I am looking for a similar solution to solve our problem of automatic Lead reassignment. For example, sales rep #1 can not get through all of his leads assigned to him. Sales rep #2 has completed his list and is available to assist sales rep #1. Unfortunately, we do not have the time or bodies to go through and manually…

We have not located a solution for these situations. I guess we will be using SuiteScript for this. Don't you think this feature would be a standard for most sales departments? I mean I can't believe we are the only ones that are in need of this. I think NetSuite should look at adding this as a sales feature.

Thank you for the info. I'm very green when it comes to javascript in forms, etc. Does anyone know of a tutorial I can watch to help fill in the gaps? It would set my nerves at ease if I could just mirror an existing process for our first survey. Any guidance is greatly appreciated.

Ok, we have issues. :rolleyes: I created the custom record type: Customer Survey. when I click the Customer Sruvey link under the Edit Column, I don't see the Online Forms subtab as directed in Help. https://system.netsuite.com/app/help/helpcenter.nl?topic=help

We-be-bumming. I had a feeling something was up when I read Help "NetSuite has all the tools you need to carry out a customer survey from creating the survey’s creation to analysis of the results..." Sorry about all the questions but inquiring minds want to know :D ...did you throw the lack-of-reporting tools to the wind…

Defect #133376 and Case #633831

Our business processing rule requires us to have a contact set up for each company just for this reason! I'm wondering if I customized the customer record form NOT to include an email address and the Unsubscribe option if this would simply our situation.

Maybe check out the Outlook preferences for NetSuite. In Outlook, click on "NetSutie Options" > Preferences. There is a check off box for "Save attachments by default." Maybe someone from NetSuite can confirm but I would think if the box is NOT checked, the user must manually upload the attachment into NS.

I'd add that I am using Outlook 2003 and when I use "Save and Send" or "Send to NetSuite" the popup box is not displaying. (The pop up box allows me to specify which record to save the email to.) Please help! Can anyone tell us when the fix will be applied to our account?

We had the same question. We were able to customize the report to include an email count. Why we have to go through and customize each sales activity report to include emails is beyond me! Filter: Sales Activity > Type = Email, Event, Phone Call, Task.

We had very similar issues with the calculations. Hopefully our experience can help. Here are the scenarios we came up with only after 100+ hours of our own investigation: 1. If the Sales Order date is in 2008 but the Cash Sale date is in 2007, these transactions are not calculated. In addition, if a Cash Refund or Credit…

I understand global will not return all results but seems very odd there are cases AFTER August 2011 that match the criteria but are not returned in the results??

So this seems like a bug to me but if anyone has any suggestions on how to get around this I'm all ears. Saved Customer Search Criteria Name/id: Customer ABC Transaction Type is Invoice Transaction Date is within last month Results Company Group Transaction Amount Sum Data returned is correct (good) Customer ABC 13,695.84…

I can't do this in Criteria because I need all Customers with Sales in the previous month in the report. If I put case Date Closed in the criteria only customers with cases closed in previous month will be returned. My Criteria: Transaction Type: Cash Sale Transaction Date: within last month

Thank you. This is very helpful but seems there are two issues: 1) It times out so for testing I added 'Name/ID' to the Search Criteria for one customer (ok I can schedule this in the background to run as a scheduled process). 2) The Sum of Transaction Amount is wrong. $993,814.47 should be $18,634.30 based on actual…

Thank you for the suggestion but now the search times out.

ok that works! Thank you! But when I add this to the results it throws off the Transaction: Amount Sum column number. Do I need a second Formula Text field in order to display sum of invoice totals in previous month? It is not easy to cross reference different record types in Netsuite..at least I have not been successful.…

No Search Results Match Your Criteria. Criteria: Name/ID is ABC Customer Transaction: Type is Invoice Transaction: Date within last month Results: Company Name Group Company Name Transaction: Type Transaction Date Transaction: Amount Transaction: Amount (Sum) Formula (Numeric) Count CASE WHEN (TO_CHAR({case.closed},…

Here is the invalid expression: CASE WHEN {dateclosed} IS MONTH(EnterDate) = @LastMo_Month and YEAR(EnterDate) = @LastMo_Year THEN 1 ELSE 0 END

So using the formula as the default value in the custom entity field is not an option right? Are you saying I can use a saved search to get the latest case created date based on case type? Not sure I follow on what you mean by the search has restriction? Does this mean the saved search must be public in order for this to…

Ok. Thanks for the tip. Is there any way to use the KEEP (DENSE_RANK LAST ORDER BY..) in this formula? Reason: inline editing option is disabled when summary type is used in column results.

Thank you for your help. Can I use this same formula for the DEFAULT VALUE on a custom entity field? case when {case.type}='VCI: Onsite Visit' OR {case.type}='VCI: Account Review' then {case.createddate} end

Also tried this as the formula (date) field because I need to be able to inline edit and this is not an option when I use Maximum: KEEP (DENSE_RANK LAST ORDER BY {case.closed}) WHEN {case.type}='VCI: Account Review' END

Here is what I am using in result column Field: Formula (Date) Summary Type: Maximum Formula: case when {case.type}='VCI: Onsite Visit' OR 'VCI: Account Review' then {case.createddate} end I am getting an invalid expression when I run the search

I've followed the steps in NetSuite help but in the documentation it says these summary search field values are not stored and therefore can not be referenced in saved searches. Any other ideas?

I think I found the hang up. We can't reference summary search custom fields in saved searches because the values are never stored. Brings me back to my original question how can i set a function as the default value in the custom field so I can reference this field in saved searches?

I think we are on the right track but I need to find a way to include customers where the Opportunity's Created Date occurred AFTER the entity close date. Is there a dense rank expression I should be using for this?

So in a nutshell: NEW client has a Close Date value (in the custom entity field) that occurs AFTER the opportunity's Date Created. WIN BACK client has a Close Date value (in the custom entity field) that occurs BEFORE the opportunity's Date Created. I'm not sure if something this complex is even available in a formula…

Thanks for the questions! The cust close date (custentity11) is a custom field we update via web services (from our host application). We define a customer as an entity that has placed an order and has a Close Date value. We identify opps tied to Customers with Customer Stage = Closed Won. New Client: When one of the…

When I use the formula I get invalid expression: CASE WHEN {systemnotes.field.id} = 'entitystatus' AND {systemnotes.newvalue} = 'Suspect' THEN {systemnotes.date}