In NetSuite i need to setup a reminder for everyon...
# ask-stanley-ai
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In NetSuite i need to setup a reminder for everyone alerting start of every month
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AI generated answer (using internal Slack threads):
In NetSuite, you can set up a reminder for everyone alerting the start of every month by using the Saved Search feature. Here's how you can do it: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the record type you want to base your search on. For example, you could choose 'Transaction' if you want to remind everyone about a specific transaction event. 3. In the Criteria subtab, you can set up the conditions for your search. For a monthly reminder, you could set a date field (like 'Date Created') to be 'on or before' the first day of next month. 4. In the Results subtab, choose the fields you want to display in the reminder. 5. In the Email subtab, you can set up the email notification. Check 'Send Emails According to Schedule', and set the schedule to 'Monthly'. You can also specify the recipients here. 6. Finally, in the 'Available Filters' subtab, check 'Available as Reminder' and set the reminder title and default reminder message. This will create a reminder that will be sent to the specified recipients at the start of every month. Please note that the users will need to have the necessary permissions to view the saved search and the underlying records. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.84065336
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.829108834
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.828613102
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