Thursday, January 31, 2019

Send Saved Search Results to Specific Recipients which are Non-NetSuite Users

Currently, results of a saved search can only be sent to individuals having an entity record. The user has to create either a Lead, Prospect, Customer, Employee, Vendor or Partner record by going to Lists > Relationships > New.

The ability to enter email address for a recipient that does not have an Entity record is currently logged under Enhancement 218346 : "Saved Item Search > Email tab > Specific Recipients subtab. Ability to enter an email address for a recipient that does not have an entity record".  

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