Communication Messages – Need to include all communication messages, excluding invoices and service order emails. Communication Activities – Need to include all activity types (calls, events, etc.). Sales Email Messages ST – Should fetch all email messages under Sales. Sales Email Activities ST – Should fetch all email activities under Sales. Provide a solution to… Continue reading Unable to Fetch Values from Email Message ST & Email Activities ST in Saved Search
Tag: activities
Viewing Recent Customer Activity
You can view a summary of recent customer activity from the Show Activity option on the customer record. This is useful for sales or support representatives who want to get an overview of recent customer communication before contacting the customer. To view recent customer activity: Go to Lists > Relationships > Customers. Click View next to the customer… Continue reading Viewing Recent Customer Activity
Managing Sub-Customer Activities within Parent Customer Profiles in NetSuite
Integrating sub-customer activities into parent customer profiles: Step 1: Creating a Custom CRM Field First, we need to create a custom CRM field in the activity records to store the parent customer information. Field Setup: Create a new custom field, designating it to identify the parent customer. Field Type: Set the field type as List/Record.… Continue reading Managing Sub-Customer Activities within Parent Customer Profiles in NetSuite
Activity Search
We have to create a Automated Email Report daily that send contact activities at 7.00am .The fields that we required in the Search are:- Customer ID Contact: Name and Company Name Activities from under the Communications tab Phone call “Status completed” Event “Status complete” Task should be excluded Message notes from within the “Phone Call or Event” Last Modified Date… Continue reading Activity Search
Hubspot integration of activities
Integrating phone calls, emails, and notes from Hubspot to Netsuite. Details: Initiate an integration with OAuth 2.0: to do the initial authentication and to get the redirect url for creating refresh token Example Authorization URL: Sending a user to this URL will ask the user to approve access to contacts and workflows: https://app.hubspot.com/oauth/authorize?client_id=xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx&scope=contacts%20automation&redirect_uri=https://www.example.com/ If they… Continue reading Hubspot integration of activities