A Linchpin's Journey

It's actually 4:14AM on a Monday, and I've been doing a lot of thinking about work. So I've spoken with a couple of senior managers and it seems like they're willing to help me get into SuiteCloud. I'm looking forward to it. The SuiteAnalytics SME team met, after I provided my inputs, and people have been more active in the channel now. I'm excited about the Knowledge Management task force I'm setting up. I just need to train them on December 1, and do one-on-one discussions with each to ensure everything is in place. Progress! While a few things are moving along nicely, there are a few things that I am quite worried about. Becoming a linchpin actually opens your eyes to the reality that there are really those who choose to be cogs, and don't want anything more. You get to identify who those people are, and become more concerned about the other potential linchpins out there, who are getting affected by the lousy work the cogs bring to the table. Being a ...

 So just an update of what I've been doing daily at work. A lot of things really. Apart from my regular tasks on taking cases, calling customers, and filing defects, I've been doing extra for no recompense. A 'gift' if you may. I've been trying to get the aging cases of my colleagues in the CRM product area down. There are a lot of cases where reps may have felt stuck, or untrained to complete the task. So I've been teaching them how to work on such cases. There are indeed some cases on niche features, like the Dunning Letters bundle, that come once in a blue moon, so it's not very often reps get familiar with how to help customers with concerns on these features.  Consultations have not been limited to CRM. People from SuiteBuilder and SuiteCloud have also approached me for consultation. A lot of people have been consulting lately about saved searches, especially in the SuiteAnalytics Subject-Matter Expert (SME) Slack channel. I'm unfortunately the only...

Saved Searches have the capability to send email alerts when records are created or updated. But what if you only need email alerts to be sent when records are updated. To be more specific, if you want to be notified when the Sales Rep field on a customer record is updated, then you would set the relevant fields like so: If you try this setup, you will likely see that notifications still get sent when records are created. Shouldn't adding a field on the Updated Fields tab prevent that from happening? To explain this behavior, it is likely that once the record gets created, Sales Territories takes over and updates the record and sets the Sales Rep field immediately. This would be considered an update, and therefore would trigger the email alert, at the same time as the date created . The timestamps between the update and the date created are so similar, that they appear to be the same in the system notes. This makes us believe that the email is sent on create, when in reality, the e...