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Re: Is there an easy way to copy a specific email (employee) on all case correspondence? Don't really
Hi @"3965938", You can setup a Case Saved Search that will trigger an email every time a case is created/updated. 1. Navigate to List > Search > Saved Searches > New > choose Ca…2 -
Re: Whats the best way to handle item trials?
Hi mikesp_40871, Is this different from the Estimate feature in NetSuite? Some businesses provide customers with a quotation or estimate before the order is accepted. Customers typically review the e…1 -
Re: Custom Employee Form - everything but roles
Hi @"caroline69", The Field Mapping section of the Import Assistant is based on the fields available on your form in NetSuite. If you don't want a particular field to show up on the fi…3 -
Re: SALES ACTIVITY BY SALES REP DETAIL report showing Customer status rather than activity status
Hi @"bobonorov", I found a SuiteAnswers on how to Create a Customer Saved Search to pull up the Total number of Activites and outgoing Messages | Answers ID: 30217. Per testing, although th…3 -
Re: SALES ACTIVITY BY SALES REP DETAIL report showing Customer status rather than activity status
Hi @"bobonorov", The Activity Status field is not available in the report's customization. There is an existing enhancement for this and as a workaround, you will have to create an Act…3
