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Are there any features that can pop "reminders" or...
# general
k
KJ McLaughlin
06/06/2023, 4:37 PM
Are there any features that can pop "reminders" or maybe the Sticky Notes feature, such that every time I start a new sales order, and have chosen the specific customer, reminders pop up about that customer?
t
The Next Digitals
06/06/2023, 5:15 PM
This is possible by script and in workflows. See:
https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_N2743889.html
g
Garrett
06/08/2023, 4:20 PM
Another possibility, create a field on the customer record called 'Reminders', have that source to a field on the Sales Order. No script/wf required.
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