Hi all: Looking to mass update a custom field against the customer record when their total revenue has exceeded a certain dollar value - tried using the mass update to look for Customers where that custom field is empty to look for customers whos revenue meets the threshold in order to set the value each day, but I'm having trouble finding an appropriate criteria to sum up all revenue for a customer in the Customer Mass update. Any ideas? Example: Say my custom field is CFF001 against the customer. Customer 123 has the CFF001 field as empty but has reached over 5,000 in total revenue and therefore needs the CFF001 populated with 'XYZ'

Instead of “Mass Update” you could do this via a Workflow. This will allow you to have your selection Saved Search use the Summary criteria where you can use Sum > 5,000. The Workflow would then be scheduled to apply the update to custom field. (The mass update criteria doesn’t have the Summary criteria. )

Workflow works too! Thanks NetSuite Tragic

@Netsuite Tragic @Phillip thanks for the suggestions both! I'll give one of those a try. Much appreciated