I created a listener for status update on customer record in NetSuite but the issue is I have to listen on customer record. I am trying to listen to a change in status from Prospect to Customer. If I listen on Prospect record, I am not able to select the change to an active customer status. Any ideas on how to fix this dilemma or any best practices to this approach? I need it in real time and a saved search approach is not a solution.
What is the problem you encounter when you try to change the Status? Does it just not give you the option in mapping, or do you get an actual error when you execute?
Sorry if I wasn’t clear enough but the listener on the customer record where the status is “active” does not trigger when a prospect is converted to a customer. Should it? It does trigger when I edit the customer record after it was converted but the actual conversion does not.
Ah! That makes sense. Question: Does a workflow event trigger the active status? If not, can you add the active status to the mapping? Also, do you have access to the qualification criteria? Can you add an "or" to the criteria for "entitystatus" to look for both?
@Daniel_P You need to create the listener for Prospect record as record type for these records is still ‘prospect’. As you won’t be able to select the Customer status in qualification criteria, skip adding it there and instead add an output filter for this step to only sync the correct records. See screenshot for reference.
Let me know if you need further assistance on this.
