Scheduled Search Email Limitations

  • The Show Internal IDs preference does not apply to results in scheduled saved search email. You must add Internal ID as a results column to return Internal ID values for a search.
  • If a saved search includes criteria filters that have non-specific values, such as -Mine- or -My Team-, scheduled emails may not be sent. Try to avoid using these values in your criteria filters.
  • Either of the following circumstances can cause scheduled saved search email not to send:
    • The saved search owner has been changed to a user who has not previously scheduled a saved search. For scheduled email for this saved search to resume, the new owner must log in with the appropriate role and resave the search.
    • The saved search owner no longer has login access to the NetSuite account, for example if the owner has left the company. For scheduled email for this saved search to resume, a user with the administrator role must change the owner. That user must then log in and resave the search.

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