Thank you Jack Daryl Espiel-Oracle! Just tried it out and works perfectly!

Hey there Jack Daryl Espiel-Oracle! The image is from the exported search as an email. I need the email to look customer friendly. I am using the email tab within the saved search. I'm not sure how to format that. Perhaps that's what I need to focus on? Thank you! Update: Have been playing with this...just need a little…

Thank you Michelle Jabanes-Oracle! I see we do have that checked. I don't know much about this feature and what the repercussions would be if I uncheck? I did uncheck and save to see what would happen and the box disappears and in the test email, no attachment is there. So, this works, just would reappear if we need the…

Edwards_05 Elychelle Gulen-Oracle Ivy Lopez-Oracle Thank you so much! It's so great, it works! Happy weekend friends!

This is great Michelle Jabanes-Oracle! Thank you for the wonderful information. I'll be working on this soon!

Thank you Michelle Jabanes-Oracle! I'm coming from the angle that customers can choose to receive texts (we have multiple types we send out), email campaigns from our store and as an organization from multiple platforms, so multiple campaigns get sent in a variety of ways. Wondering how people coordinate? We do currently…

Ivy Lopez-Oracle - Thank you! I'll test this!

Thank you Ivy Lopez-Oracle! The steps were very limited we just entered the location and that is all.

Thank you Elychelle Gulen-Oracle! I'll take a look!

Thank you for the response Gaurav_NS! I'm actually using the saved search in a workflow to set a field value, so I'll need it from the saved search and not the export list. I've tried the workflow without splitting the list and it only got to 182k and not the full amount of customers. I was thinking if the customer list…

Just an update Michelle Jabanes! Our NetSuite partners found the solution! Come to find out, I needed to uncheck the last person on the list, as the other duplicates were not showing on the same page. So, if I mark all as dup and uncheck the bottom person, it works! This is resolved now. Thank you!

Hey there Michelle Jabanes Responses below! Does the duplicate record have a parent company or subcustomer? No, we just did a mass import of 200k customers from another platform and there are many duplicates. How do you merge these records? Is it through a script, by Duplicate Resolution or Duplicate Detection? I am…

Thank you @Kristoffer Viray-Oracle ! That was it! I undeployed the series of deployments within LSA UE L/P/C, Contact and Opportunity and the last sales activity field is now gone! Thank you for your assistance!

Thank you for the information!

Thank you for clarifying @Kristoffer Viray-Oracle. Yes! There are a bunch more I didn't see...Would all of these need to be undeployed? And to clarify from your previous statement, if I were to undeploy all of these...there would be no other repercussions? "As per checking, LSA only tracks the Last Sales Activity and it…

Thank you all for commenting here! We've decided to utilize a saved search and a reminder over the email trigger. Never did get it working...and it's no longer an issue. Cheers!

Hey there @Kristoffer Viray-Oracle! Yes, I provided a screenshot above to show I have unchecked the Deployed box in the script. This has been undeployed. Thank you!

Hey there Tafara! Yes, if I list the "send email" trigger to "entry" I get the email when I click the button. If I cancel the form, the email has already sent, but the form doesn't exist, because I cancelled it. I'm looking to only have the email send once the form has been saved. I have a custom form with a custom button…

Thank you!

Yes @Kristoffer Viray-Oracle! Here is a screenshot showing the field is not hidden. Please note, there is no sales activity showing, as this is a test customer I created yesterday. I'm looking to hide the field altogether. I have undeployed the script (screenshot included too).

I just undeployed the script. Logged out and back in and cleared and emptied my cache and the Last Sales Activity link is still showing? I went back into the script deployment and don't see any additional options that would help me hide that button. Any ideas Kristoffer Viray-Oracle? Thank you!

Hey there Gaurav_NS! Yes, I am able to un check the deployed box. I just know sometimes there are other functions that are afftect that i may be unaware of. Just keeping that in mind. Thank you!

Thank you for the guidance! Definitely we will discuss internally before un-deploying. Just one follow up clarification, wondering if you know if there are any other repercussions to un-deploying that script, or is that script specific to that one function and wouldn't affect other functions? Thank you!

Oh my! How did I miss that one! That worked! Thank you so much!

Thank you! That makes sense.

This is very helpful! Once I realized I needed to do this process from the button workflow and not a new workflow, I focused on that. Then, I also forgot to suspend the additional workflow I was testing on it at the same time. Once that conflicting workflow was cancelled this solution worked perfectly! Thank you so much!

Thank you for the response! Yes! Good summary Open a Partner record - correct Click the Button created by a Workflow - correct It will be redirected to the Custom Record - correct The Name of the Custom Record should be the value in Existing Alliance field of the Partner record - correct #1 Partner record (renamed…

Thank you for all the help! This is an ongoing project and all your ideas and guidance have helped!

Hi and thank you for all the information. There have been a couple of key pieces that needed to be in place, which our NetSuite partners are helping me through. First, I needed to create a new correlating field between the two forms to connect them to the search. And now, I'm working through the sublist showing on one…

Thank you for all the guidance. Still working through this. I'll post an update next week.