Hi all, I'm looking to automate an email notification when a Customer record transitions from a Prospect to a Customer i.e from Opportunity to Sales Order / Invoice. There seems to be nothing native, nor a field I can reliably use in a saved search to drive the automation. Any suggestions?

Can't you trigger off the customer status? Each one of those is associated with a specific stage (lead/prospect/customer).

That doesn't seem to work. I have my SS configured to email out when records are updated and my updated field is 'Status' new value is 'CUSTOMER-Closed Won'. I have a dummy customer in sandbox for testing and toggling back from Prospect to 'CUSTOMER-Closed Won' does not trigger an email 😞

hmm...one would think that would work. My next move would be to double check my triggering conditions for the workflow and then log a NS support case.

Thanks. This is not using a workflow as I need to pull in a static Group into the search. Workflows from what I can see today do not support employee static groups as email recipients 😕 Tks for the reply.

Can I ask why script this at all? Depending on the use case, you could email directly from a saved search.

That's what I want to do but I can't figure out how to get an email to ping out when the record moves from Prospect to Customer. It must happen at that point and must only occur once.

So, yeah, I don't think a customer will go back to prospect but should work when it transforms from prospect to customer.

Ya, but the Status change triggers nowt from a SS. With NetSuite it's hard to know if something isn't supported or just more trash that doesn't work as intended 😄

should still pick up in a saved search, even if you have a script that's making the move, I would think. But yes, things can get pretty messy over time. Time to start at a new company, so you can be like "who made all these terrible improvements, I'm going to fix them" 😁 Oh those poor people dealing with all my stuff from 2012.

What about some criteria that represents why a prospect converts to a customer, such as: • Customer record creation date is before today. • Sales transaction date is on today.