Track and manage email interactions with each customer, allowing you to monitor communication frequency, responsiveness, and engagement for more personalized outreach.
Create the Saved Search
Step 1: Go to Reports> Saved Searches > All Saved Searches > New in NetSuite.
Step 2: Select Message. Enter Search Title.
Step 3: Under the Criteria tab, set the following filter:
On the Filter column, add External ID (Text) and set contains cloudextend#
Customer Fields > Sales Rep then is Any and choose Sales Rep
To multi-select, press and hold Ctrl + name
Step 4: Go to Results tab and configure the following:
🔵 Sales Rep
Field: Customer Fields> Sales Rep
Summary Type: Group
Custom Label: Sales Rep
🔵 Stage
Field: Customer Fields> Stage
Summary Type: Group
🔵 Company Name
Field: Customer Fields> Company Name
Summary Type: Group
🔵Emails Attached
Field: Formula (Numeric)
Summary Type: Count
Formula: {internalid}
Custom Label: Emails Attached
Summary Label: Total # of Emails Attached to This Customer
🔵Email Address
Field: Formula (Text)
Summary Type: Group
Formula: CASE WHEN {externalid} LIKE '%#UI#%' THEN SUBSTR({externalid},(INSTR({externalid} , 'UI#'))+3, (LENGTH({externalid})-INSTR({externalid} , 'UI#')))ELSE SUBSTR({externalid},(INSTR({externalid} , 'AP#'))+3, (LENGTH({externalid})-INSTR({externalid} , 'AP#'))) END
Custom Label: Email Address (of the person who saved the email to NetSuite)
🔵Date
Field: Date
Summary Type: Maximum
🔵Message
Field: Message
Add Saved Search to NetSuite Dashboard
Step 1: Go to your Home screen and click Personalize > Custom Search.
Step 2: Hover on the Custom Search and three dots will appear in the upper right corner of the box.
Step 3: Select Setup. Search for the name of the Saved Search to add and Save.
Once added you will see the Saved Search loaded, like the example below:
