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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

August 22, 2023 | Pop Quiz #2

Closed Michelle Jabanes-Oracle 43 views 9 comments 0 reactions Most recent by Clarisa De Torres-Oracle Aug 23, 2023 5:31PMCommunity Whiz
Saved Search Sales Team Member Filter

Accepted Answer Estee 85 views 2 comments 0 reactions Most recent by Michelle Jabanes-Oracle Aug 17, 2023 7:11PMAsk A Guru
Converted Leads report or search with Opportunity fields

Accepted Answer Closed JarebCoupe 61 views 12 comments 0 reactions Most recent by JarebCoupe Aug 14, 2023 5:03PMAsk A Guru
Bill > Memorize Transaction Permission

Open user11032836 1 view 2 comments 0 reactions Most recent by Dominica Sevilla-Oracle Aug 11, 2023 9:49PMAsk A Guru
NetSuite Administration

Open User_Q8PF2 21 views 4 comments 0 reactions Most recent by Dinesh Babu Gadhamsetty Aug 8, 2023 11:04PMAccount Administration
What is the frequency of Netsuite Backup & Restore?

Accepted Answer Closed DarReNz 136 views 4 comments 0 reactions Most recent by User_J23JX Aug 5, 2023 12:19AMAsk A Guru
Import Contact and Leads

Open Closed User_HWW8S 32 views 5 comments 0 reactions Most recent by Michelle Jabanes-Oracle Aug 4, 2023 5:20PMAsk A Guru
Non-profit Organization - How to create event?

Accepted Answer Nine-Oracle 42 views 3 comments 0 reactions Most recent by Mike O.-Oracle Jul 27, 2023 7:28AMAsk A Guru
Leads best practices

Accepted Answer Closed User_HWW8S 41 views 8 comments 0 reactions Most recent by User_HWW8S Jul 25, 2023 6:04PMAsk A Guru
Email Template for Std Event record

Accepted Answer Harsha Kumara 12 views 2 comments 0 reactions Most recent by Michelle Jabanes-Oracle Jul 21, 2023 10:27PMAsk A Guru
Cannot change the close date? - request an Enhancement

Closed 3942743 46 views 17 comments 0 reactions Most recent by Michelle Jabanes-Oracle Jul 19, 2023 11:16PMSuiteCloud / Customization
Restrictions for a project

Open Closed Toanne Termeer 22 views 3 comments 0 reactions Most recent by Tigran Shahnazaryan Jul 11, 2023 10:59AMAsk A Guru
What is the Best way for honing a Transaction search view to only one line per 'deal'?

Accepted Answer JarebCoupe 73 views 13 comments 0 reactions Most recent by JarebCoupe Jul 6, 2023 3:59PMAsk A Guru
HOW TO IDENTIFY THE SOURCE OF AN ALERT EMAIL FROM NETSUITE 2021.1

Accepted Answer Closed Ian T 34 views 6 comments 0 reactions Most recent by Michelle Jabanes-Oracle Jun 30, 2023 4:11PMAsk A Guru
NetSuite Kanban for Project Management and CRM

Accepted Answer Closed Joshua N 188 views 8 comments 1 reaction Most recent by Alejandro Medina Jun 28, 2023 5:05PMSuiteCloud / Customization
New to NetSuite | How to identify the email template used in a transaction email?

Michelle Jabanes-Oracle 74 views 0 comments 1 reaction Started by Michelle Jabanes-Oracle Jun 27, 2023 2:30PM CRM (Customer Relationship Management)
Why Shipping Address will not populate in Workflow Email using the {shipaddress} field reference?

Accepted Answer Katelyn M Martin 35 views 7 comments 0 reactions Most recent by Jack Daryl Espiel-Oracle Jun 13, 2023 6:05PMAsk A Guru
AskAGuruLive with Mich about Account Administration/CRM (May 31, 2023)

Closed Michelle Jabanes-Oracle 89 views 8 comments 1 reaction Most recent by CDuf May 31, 2023 6:03PMAsk A Guru Live
Why Drag and Drop Dropzone not loading?

Open Closed Melanie Schaefer 190 views 15 comments 0 reactions Most recent by Melanie Schaefer May 10, 2023 5:35PMRelease 2023.1
What Saved Search to show Customers without an open task?

Accepted Answer User_5OUXV 91 views 9 comments 0 reactions Most recent by User_5OUXV May 8, 2023 7:07PMAsk A Guru
How to edit the body of the Purchase Order for Approval Email sent by Approval Workflow?

Accepted Answer Closed Casey_Long_ 16 views 3 comments 0 reactions Most recent by Jack Daryl Espiel-Oracle May 6, 2023 5:16AMAsk A Guru
Why is there no event response after sending the email campaign?

Accepted Answer User_66058 44 views 11 comments 0 reactions Most recent by Michelle Jabanes-Oracle May 5, 2023 11:11PMAsk A Guru
How to enable Drag and Drop on Sales Orders?

Open Closed User_E15G4 32 views 6 comments 0 reactions Most recent by Michelle Jabanes-Oracle May 5, 2023 1:27PMAsk A Guru
How to make the HTML Code for a Non-Customer Custom Login Page to work?

Accepted Answer Amjad Kasem 58 views 11 comments 0 reactions Most recent by Amjad Kasem May 4, 2023 8:32PMAsk A Guru
How to create a Saved search to show Opps where Projected Total lower than Est. Extended Cost?

Accepted Answer Closed User_NG5TG 32 views 3 comments 0 reactions Most recent by Michelle Jabanes-Oracle Apr 25, 2023 11:22PMAsk A Guru
How to correct the Default Email Template for being ignored?

Open Closed User_N5LAE 11 views 3 comments 0 reactions Most recent by Michelle Jabanes-Oracle Apr 25, 2023 11:21PMAsk A Guru
How do I close the global search box?

Accepted Answer oliver zheng 32 views 4 comments 0 reactions Most recent by oliver zheng Apr 25, 2023 6:47AMAsk A Guru
How to get the Attached File internal id(communication Tab) in Project Task record?

Accepted Answer Sivasubramaniam 51 views 4 comments 0 reactions Most recent by GauravAgrawal Apr 24, 2023 8:17AMAsk A Guru
What role should I use for the Power User Role?

Accepted Answer Dwight Schrute 32 views 5 comments 0 reactions Most recent by Dwight Schrute Apr 19, 2023 1:47PMAsk A Guru
How to Create Support Case for the Customer's non-primary Subsidiary?

Accepted Answer User_FHYZH 76 views 4 comments 0 reactions Most recent by User_FHYZH Apr 18, 2023 8:22AMAsk A Guru

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