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Articles tagged #ACTIVITY
Articles tagged
#ACTIVITY
CRM

Identifying Parent Tasks

Structure project tasks in a hierarchical format, dividing them into parent tasks and subordinate tasks to effectively organize the various elements of a project.

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Business Intelligence

Business Activity Statement: Transaction Date

Customer wants to know if the Business Activity Statement is picking up Invoice Date or Invoice Posting Period.

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Supply Chain Management

Review Inventory Activity

If you use NetSuite OneWorld, this task opens a customizable version of the Inventory Activity Detail report. This report provides a view of specific inventory values. The report details are based on the item level total inventory value in a specific subsidiary context.

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CRM

Deselecting Notify Attendees by Email Still Sends Out Emails to Event Attendees

Emails are still being sent out even after deselecting the Notify Attendees by Email checkbox in an Activity Record (E.g. Event Record).

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Business Intelligence

How to Create a Search for Customers with No Recent Activity under the Activities Subtab

The user wants to see all customers who have no recent activities under the Communication tab > Activities subtab.

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Business Intelligence

Track the Activities of Each Customer Similar to the Last Sales Activity Feature

SCENARIO

The user wants to know how to track the Activities of customers record similar to the Last Sales Activity Feature, but they want to see all the activities logged to the customer regardless of who created the activity or what activity was created.

SOLUTION

  1. Go toLists>Search>Saved Searches>New
  2. ClickActivity
  3. Search Title:Enter Search Title
  4. ClickResults
  5. Sort By:SelectDate
  6. Columns:
    • Field:SelectCompany
      1. Summary Type:SelectGroup
      2. ClickOk
    • Note:For the other fields to add, the default fields entered are okay.
  7. ClickSave

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