Good afternoon, We have been acquired by another c...
# general
m
Good afternoon, We have been acquired by another company. Besides exporting our transactions to store this info on a data warehouse, I was wondering is there is a way to extract the linked emails on the "Communications" tab for audit purposes and also export the PDF files for some of the transactions. • Do any of you have experience with that? • Does Netsuite offers anything to help with this? I guess the worse case scenario will be to keep our NS instance in read-only mode, but I was wondering what other companies have done. Thank you,
t
Hi @mescalante you can create a saved search of email messages and their related transactions actions, and then you can download it as a spreadsheet. That would take care of extracting the linked email messages. I would be happy to send you example saved search criteria if you like. For the PDFs files, I’m not aware of a native way to export them if they have not already been printed and attached to the transactions or saved in the file cabinet. However you could have a simple script that goes through and prints the transaction PDFs and saves them in the file cabinet to be exported. I’d be happy to help you with that or at least provide guidance if you like. If so feel free to send me a direct message.
m
Thank you very much for the information. The script suggestion to print the PDF is a good idea. I never have created a script in my life. I will definitely look into that if you go that direction. Thank you,
t
Sure, no problem. Hopefully that points you in the right direction.