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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

SDF Workflow Permission Issues?

Open Closed 3964455 67 views 7 comments 0 reactions Most recent by MJ NCO Jun 11, 2021 7:50PMSuiteCloud / Customization
Saved search - list field FROM

Accepted Answer Claudio Costa 21 views 7 comments 0 reactions Most recent by Claudio Costa Jun 10, 2021 10:46AMAsk A Guru
KPI per Employee (EBITDA, Revenue, Expense, etc)

Accepted Answer Closed CDuf 11 views 4 comments 0 reactions Most recent by Michelle Jabanes-Oracle Jun 8, 2021 7:22PMSearch / Reporting
Product/Module available for Save Search including Internal ID

Accepted Answer Closed CDuf 22 views 3 comments 0 reactions Most recent by CDuf Jun 8, 2021 6:19PMAccount Administration
Item Fulfillment Email - Remove Rate & Amount

Open jmack_admin 12 views 3 comments 0 reactions Most recent by jmack_admin Jun 8, 2021 5:58PMAsk A Guru
From which record the file is uploaded

Accepted Answer Hormese Paul 11 views 3 comments 0 reactions Most recent by Hormese Paul Jun 7, 2021 7:36PMAsk A Guru
Contact records that only have an email address?

Open JoshPNW 13 views 4 comments 0 reactions Most recent by Michelle Jabanes-Oracle Jun 5, 2021 12:30AMAsk A Guru
"Communication" - tickbox always ticked

Open Closed User_LW3QM 31 views 7 comments 0 reactions Most recent by Michelle Jabanes-Oracle Jun 4, 2021 4:59PMGeneral
Drag and Drop Pattern Recognition

Open Closed paula.courtemanche 23 views 4 comments 0 reactions Most recent by Michelle Jabanes-Oracle Jun 2, 2021 11:28PMAsk A Guru
Duplicating customer addresses with merging duplicate customer records

Open Closed David Pierce 13 views 2 comments 0 reactions Most recent by Michelle Jabanes-Oracle Jun 2, 2021 6:22PMGeneral
Approved JE through JE Approval Workflow, user able to delete attachment

Open Closed paula.courtemanche 33 views 6 comments 0 reactions Most recent by [Deleted User] Jun 2, 2021 4:32PMAsk A Guru
Promotions to apply unless an item is added to the sales order

Accepted Answer Closed David Pierce 11 views 3 comments 0 reactions Most recent by David Pierce Jun 2, 2021 12:14PMAsk A Guru
Log in Pages and Saved Passwords

Open Closed PaulFleetwood 23 views 6 comments 0 reactions Most recent by PaulFleetwood Jun 2, 2021 5:44AMAsk A Guru
Setting PO Vendor / Rate on an Estimate

Open Closed 3943513 24 views 4 comments 1 reaction Most recent by Pauline Cac-Oracle Jun 1, 2021 7:45PMAccounting / ERP
NetSuite CRM+: Do I have it? How do I turn it off?

Accepted Answer NetSuite4All 68 views 13 comments 0 reactions Most recent by Emilia Ironov-Oracle May 31, 2021 4:42AMAsk A Guru
NetSuite Support Center Access Failure

Open Patrick Zhao-Oracle 11 views 3 comments 0 reactions Most recent by Patrick Zhao-Oracle May 28, 2021 1:59AMGeneral
Banning / Restricting The Use Of .Zip Files

Accepted Answer Josh Godfrey 11 views 3 comments 0 reactions Most recent by Josh Godfrey May 27, 2021 7:31PMAccount Administration
SPAM Creating New Customers

Accepted Answer Closed Martha Hakes 24 views 8 comments 0 reactions Most recent by Martha Hakes May 27, 2021 7:10PMAsk A Guru
Knowledge Base Solution

Open User_6Z1W1 11 views 4 comments 0 reactions Most recent by Michelle Jabanes-Oracle May 26, 2021 8:25PMCRM
Knowledge Base

Open User_6Z1W1 11 views 2 comments 0 reactions Most recent by Michelle Jabanes-Oracle May 26, 2021 6:31PMCRM
Transfer Shortcuts to New Role

Accepted Answer Closed jb123 245 views 2 comments 0 reactions Most recent by Michelle Jabanes-Oracle May 26, 2021 6:18PMAsk A Guru
How to Display Permissions Subtabs in a Saved Search?

Accepted Answer Closed Robert D. 21 views 3 comments 0 reactions Most recent by Michelle Jabanes-Oracle May 26, 2021 4:40PMAsk A Guru
How to disable Locations on some roles

Open Closed dle_35705 23 views 4 comments 0 reactions Most recent by Ivy Lopez-Oracle May 20, 2021 12:14AMAsk A Guru
Customer - Marketing - Subscriptions (grayed out)

Accepted Answer Amjad Kassem 11 views 3 comments 0 reactions Most recent by Amjad Kassem May 18, 2021 8:45AMAsk A Guru
Sandbox account not showing under My Roles

Open Closed Jjzwang 12 views 2 comments 0 reactions Most recent by Michelle Jabanes-Oracle May 17, 2021 11:33PMAsk A Guru
Drag and Drop Feature

Open User_FZNHI 18 views 2 comments 0 reactions Most recent by Michelle Jabanes-Oracle May 17, 2021 11:17PMAsk A Guru
Roles

Open Elena Stoean 11 views 4 comments 0 reactions Most recent by Michelle Jabanes-Oracle May 17, 2021 6:20PMAsk A Guru
Transaction Body Field not setting to Default Values on Estimate Form

Accepted Answer Lewalsh11741 2 views 2 comments 0 reactions Most recent by Jack Daryl Espiel-Oracle May 5, 2021 8:39PMAsk A Guru
Default Location for a QUOTE

Accepted Answer A_123 13 views 4 comments 0 reactions Most recent by A_123 May 3, 2021 11:47PMAsk A Guru
Creating cases from forwarded email

Accepted Answer Closed User_USNDV 14 views 4 comments 0 reactions Most recent by Michelle Jabanes-Oracle Apr 30, 2021 6:08PMAsk A Guru

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