How to Trigger Internal Reminders in NetSuite

📌 Without a structured reminder system, follow-ups can slip through the cracks especially in high-volume collections or support workflows. Oracle NetSuite allows you to create internal reminders using saved searches and dashboard portlets, ensuring that no task is left unattended.

Steps to Trigger Internal Reminders for Unresolved Follow-Ups 

Step 1: Identify What Counts as an Unresolved Follow-Up

• Determine your reminder criteria, such as:
  
  
  1. Cases not closed
     
     
  2. Sales orders awaiting response
     
     
  3. Tasks past due

• Go to Lists > Search > Saved Searches > New
  
  
• Select the appropriate Record Type (e.g., Case, Task, Sales Order)
  
  
• On the Criteria tab, define conditions like:
  
  
  1. Status is not Closed
     
     
  2. Assigned To is [your user/team]
     
• On the Results tab, include key fields like Follow-Up Date, Subject, and Priority
  
  
• On the Audience tab, check Available for Reminders
  
  
• Save the search with a clear, actionable name

Step 2: Add and Configure the Reminders Portlet

• On your Home Dashboard, click Personalize Dashboard
  
  
• Add the Reminders portlet if it’s not already displayed
  
  
• Click Set Up in the portlet menu
  
  
• In the Type list, select Custom, and locate the saved search you just created
  
  
• Drag it into the Current Selections list
  
  
• Optional configurations include:
  
  
  1. Making it a headline reminder
     
     
  2. Choosing to display it even with no results
     
• Click Save to apply the reminder

Step 3: Use the Reminder to Stay On Top of Follow-Ups

• The reminder will appear on your dashboard only when matching records exist
  
  
• Clicking the reminder takes you directly to the saved search results
  
  
• This allows for quick action and task reassignment if needed

Step 4: Enhance with Automation and Notifications (Optional)

• Email Reminders: Configure the saved search to email results daily or weekly
  
  
• SuiteFlow Workflows: Build workflows that:
  
  
  1. Send notifications when follow-ups go overdue
     
     
  2. Automatically update status fields or reassign tasks
     
• These tools provide additional safety nets for high-priority follow-ups

Pro tip: Growfin enhances Netsuite collections management by consolidating unresolved follow-ups, automating reminders, and giving collectors a prioritized task view reducing manual tracking and boosting accountability. To learn more check out the Bridging the Receivables Efficiency Gap: Going beyond NetSuite webinar!

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