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Experience NetSuite - Live, In Person, and On Your Terms The St. Regis Houston, 1919 Briar Oaks Ln, Houston, TX 77027 Join us for Inside the Suite, a free, in-person event where finance leaders get hands-on with NetSuite and direct access to the people behind the platform. Thinking about upgrading your ERP software? Inside…
Admin Tips that Increase Accuracy, Flexibility, and Streamline Approvals
Take your admin skills to the next level Tuesday, October 28, 2025, 11:00 a.m. – 12:00 p.m. PDT Whether you’ve been managing NetSuite for years or are continuing to build your admin expertise, there are always new ways to get more from the system. This session focuses on advanced strategies that sharpen accuracy, expand…
Grant Management for Nonprofits
Social Impact Workshop: Grant Management for NonprofitsTuesday, October 28, 2025 2:00–3:00 p.m. CDT Follow Up Workshop: Tuesday, November 4, 2025 2:00–3:00 p.m. CST Understand how to manage and report grant income transactions Grants often require unique tracking and reporting requirements for the income and expenses…
Driving Business Insights with Concourse AI Agents
Driving Business Insights with Concourse AI Agents Wednesday, October 29, 2025 10:00 a.m.–10:30 a.m. PDT In partnership with: Join NetSuite and Concourse for an engaging session exploring how AI agents are changing finance operations. Discover how artificial intelligence can help your team ask plain English questions about…
AI Guidance Tailored for Your Business
AI Guidance Tailored for Your BusinessWednesday, October 29, 2025 10:00 a.m.–10:45 a.m. PDT Unlock AI capabilities in NetSuite NetSuite’s AI capabilities provide you with powerful ways to streamline tasks, suggest actions, and uncover new insights—but understanding how to apply these features to your unique business goals…

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crm

I thought I was Keeping Saved Searches Private but it appears others are executing it?

Accepted Answer CDuf 25 views 4 comments 0 reactions Most recent by Mary Stockholm Oct 22, 2025 5:24PMSearch / Reporting
"Product" and "Module" on Case List

Open Closed User_TVDSS 33 views 8 comments 0 reactions Most recent by Alex Joves -Oracle Jul 28, 2025 1:10PMAsk A Guru
New to NetSuite | Creating Leads Without Access to the Customer Form

Closed Michelle Jabanes-Oracle 38 views 0 comments 0 reactions Started by Michelle Jabanes-Oracle May 20, 2025 4:38PM CRM (Customer Relationship Management)
Table of Contents : Customer Relationship Management

Announcement Closed Michelle Jabanes-Oracle 48 views 0 comments 1 reaction Started by Michelle Jabanes-Oracle May 20, 2025 2:05PM CRM
NSC | Update Global Destination Folder of File Drag and Drop

Closed Michelle Jabanes-Oracle 26 views 0 comments 0 reactions Started by Michelle Jabanes-Oracle May 20, 2025 12:50AM CRM
NSC | Add the Created By Field in Opportunity Record

Closed Michelle Jabanes-Oracle 25 views 0 comments 1 reaction Started by Michelle Jabanes-Oracle May 19, 2025 11:31PM CRM
NSC | Company Logo Appears as URL Instead of Image in Emails

Closed Michelle Jabanes-Oracle 27 views 0 comments 0 reactions Started by Michelle Jabanes-Oracle May 15, 2025 5:54PM CRM
NSC | Estimate Expiry Date in Saved Search Highlighting

Closed Michelle Jabanes-Oracle 18 views 0 comments 0 reactions Started by Michelle Jabanes-Oracle May 15, 2025 12:53PM CRM
Purchase Order Email Message Template Not used for Custom Roles

Accepted Answer Closed User_FNWKM 36 views 7 comments 0 reactions Most recent by Angela Bayliss Apr 11, 2025 4:28PMAsk A Guru
Saved Search Emails Undelivered due to "Not sent: Blocked by mail filter"

Accepted Answer Closed kariingvaldson 214 views 4 comments 0 reactions Most recent by PatrickConrad Apr 3, 2025 2:21PMSearch / Reporting
NetSuite Admin Tip:Challenges w/ Email Deliverability Due to Global Subscription Status Modification

Closed Michelle Jabanes-Oracle 21 views 1 comment 0 reactions Most recent by JenniferTrejo Mar 26, 2025 11:25PMNetSuite Admin Corner
can not change the "lead status" filed

Open Closed TEN 23 views 6 comments 0 reactions Most recent by Michelle Jabanes-Oracle Mar 19, 2025 5:38PMAsk A Guru
Lead, Prospects, Customers for membership based Companies

Accepted Answer pbr528 24 views 9 comments 0 reactions Most recent by Michelle Jabanes-Oracle Mar 1, 2025 12:13AMAsk A Guru
Is There an Option to Default a Common Support Email ID for All Case Emails?

Accepted Answer Closed Akhil_k_t 23 views 8 comments 0 reactions Most recent by Michelle Jabanes-Oracle Feb 26, 2025 11:19PMAsk A Guru
Contact Activities for one Rep not Visible to Sales Manager

Open Closed John Edwards 15 views 3 comments 0 reactions Most recent by Michelle Jabanes-Oracle Feb 7, 2025 6:36PMAccounting / ERP
Specialized User: CRM and Centers

Open J Daniels 34 views 6 comments 0 reactions Most recent by Michelle Jabanes-Oracle Nov 20, 2024 7:07PMAsk A Guru
Delete Sticky Notes

Open User_H7U29 57 views 4 comments 0 reactions Most recent by Michelle Jabanes-Oracle Nov 20, 2024 2:42PMAsk A Guru
Specialized User: CRM Role (Launched with 2024.2 Release)

Open Harsha Kumara 32 views 5 comments 0 reactions Most recent by Michelle Jabanes-Oracle Oct 18, 2024 9:38PMAsk A Guru
How to solve the 'Persistent Transient Failure: System not accepting network messages'?

Accepted Answer User_O749H 1.8K views 8 comments 0 reactions Most recent by User_FQ0VR Oct 8, 2024 9:47PMAsk A Guru
Account Manager left Oracle

Accepted Answer Closed manuelsaomartinho 36 views 6 comments 0 reactions Most recent by manuelsaomartinho Oct 2, 2024 7:34AMAsk A Guru
Email campaign- How do I get the Open to show a result on my Dashboad?

Accepted Answer gbradley 22 views 5 comments 0 reactions Most recent by Matthew Brandon Hontiveros-Oracle Sep 30, 2024 3:38PMAsk A Guru
Online Case Form Submit button not working

Accepted Answer Closed nugkent 71 views 8 comments 0 reactions Most recent by Matthew Brandon Hontiveros-Oracle Sep 16, 2024 2:15PMAsk A Guru
Permissions to edit custom record not working

Open Closed Brian Finlay 70 views 8 comments 0 reactions Most recent by Michelle Jabanes-Oracle Sep 4, 2024 9:37PMAsk A Guru
Restrict a user/role from creating a StickyNotes

Accepted Answer User_12 66 views 18 comments 0 reactions Most recent by Angelica Mae Segador-Oracle Aug 16, 2024 8:57PMAsk A Guru
New to NetSuite | How to Calculate Monthly Sales Rep Quotas

Michelle Jabanes-Oracle 5 views 0 comments 0 reactions Started by Michelle Jabanes-Oracle Aug 16, 2024 2:14AM CRM (Customer Relationship Management)

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