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Try Intelligent Payment Automation – Fee Free For Your First Month
Intelligent Payment Automation, powered by BILL (aka Bill.com), lets you automate payments, manage vendor details, and bank account information within NetSuite.
The SuiteApp is available to organizations based in the U.S. with a valid U.S. address, or to global customers (except Canada, China, and Japan) with U.S. business subsidiaries. It only supports payments to vendors operating in the United States.
For more information, visit this thread.
Intelligent Payment Automation, powered by BILL (aka Bill.com), lets you automate payments, manage vendor details, and bank account information within NetSuite.
The SuiteApp is available to organizations based in the U.S. with a valid U.S. address, or to global customers (except Canada, China, and Japan) with U.S. business subsidiaries. It only supports payments to vendors operating in the United States.
For more information, visit this thread.
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Saved Search Custom Email
I'm trying to produce a custom email notification to our sales reps for new leads that are entered via an online customer form. There is an enhancement request in for allowing users to customize this email and the comments include a workaround using a saved search notification. Here is the suggested workaround:
1. Create lead source (campaign) for the online form. 2. Create online form 3. Set Send Email notification=F 4. Set Set Lead Source to name of the online form 5. Create Saved Customer search. 6. Criteria Lead Source = name of form 7. Send Email Alerts When Records are Created/Updated = T 7. Go to Email subtab > recipients from results = Sales Rep 8. Customize message with CRMSDK tags for the desired fields, and HTML (if desired) to format the email. 9. Save
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