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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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customers

Custom Transaction Body Field that Filters on Customer Contacts

Accepted Answer Closed paula.courtemanche 2 views 2 comments 0 reactions Most recent by paula.courtemanche Jun 26, 2025 5:18PMAsk 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
How to identify customers also created as vendors?

Open sam_moran 40 views 4 comments 0 reactions Most recent by Shiela Marie Villaluz-Oracle Feb 18, 2025 1:21PMAsk A Guru
Create a saved search to show the 'override' checkbox on the address on the customer record

Open Closed User_APABE 48 views 2 comments 0 reactions Most recent by Jeremy Guimaras-Oracle Jul 16, 2024 8:47PMAsk A Guru
Create saved search to show customers with multiple open invoice

Open User_APABE 85 views 7 comments 0 reactions Most recent by Jeremy Guimaras-Oracle Jun 17, 2024 5:17PMAsk A Guru
How to remove the Remove Link on Customer and Contact sublists?

Accepted Answer pbr528 112 views 3 comments 0 reactions Most recent by pbr528 Jun 11, 2024 12:13PMAsk A Guru
Are there any suggested solutions to manage projects with multiple funders?

Open PaulWA 96 views 11 comments 0 reactions Most recent by PaulWA Jun 4, 2024 12:00PMAsk A Guru
NSC | Resolve Unexpected Error When Navigating to Customers List

Jeremy Guimaras-Oracle 19 views 0 comments 0 reactions Started by Jeremy Guimaras-Oracle May 17, 2024 4:19AM Accounting / ERP
Merge Error = merging customers ... An unexpected error has occurred

Accepted Answer Closed Bernie Watson 224 views 6 comments 0 reactions Most recent by Bernie Watson Feb 27, 2024 5:12PMAsk A Guru
Customer Filter on Estimates and Sales Orders?

Accepted Answer Closed kees.netsuiteadmin 21 views 2 comments 0 reactions Most recent by Tigran Shahnazaryan Aug 18, 2023 4:03PMAsk A Guru
How to exclude items/customers from Promotion rather than include?

Accepted Answer Tim_1701 11 views 4 comments 0 reactions Most recent by Dominica Sevilla-Oracle Jun 5, 2023 4:35PMAsk A Guru
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 enforce Unapproved customer to not create invoices

Open Mathias_Netsuite 21 views 3 comments 0 reactions Most recent by Joahnna Given Uy-Oracle Apr 28, 2023 10:52PMAsk A Guru
How can I make a search that displays customers without open opportunities?

Accepted Answer Closed Janakan 22 views 3 comments 1 reaction Most recent by Michelle Jabanes-Oracle Apr 1, 2023 1:24AMAsk A Guru
How to create a new report/saved search to display only the open transactions related to project?

Accepted Answer Raghu007 26 views 2 comments 0 reactions Most recent by Patrick Fresnosa-Oracle Jan 30, 2023 5:52PMAsk A Guru
Display Projects on Customer Record

Accepted Answer Closed mvoith 11 views 4 comments 0 reactions Most recent by Patrick Fresnosa-Oracle Sep 14, 2022 1:32PMAsk A Guru
Restrict payroll Journal entry for Account role users

Open kfluk 12 views 6 comments 0 reactions Most recent by Michelle Jabanes-Oracle Jul 26, 2022 4:27PMAccounting / ERP
NSC | Identify How Many Leads and Prospect Are Converted to Customer

Michelle Jabanes-Oracle 15 views 0 comments 0 reactions Started by Michelle Jabanes-Oracle May 27, 2022 1:47AM CRM
Transaction Saved Search - Need to add multiple Customers to criteria

Accepted Answer Tiffany Haslerud 5 views 3 comments 0 reactions Most recent by Patrick Fresnosa-Oracle Apr 22, 2022 1:00PMAsk A Guru
NSC | Updating a customer record based on changes to its Contacts sublist under Relationships subtab

[Deleted User] 1 view 0 comments 0 reactions Started by [Deleted User] Feb 9, 2022 12:09AM SuiteCloud / Customization
NSC | Saved Search > Customers with Multiple Addresses

Closed Shamaine Chan-Oracle 446 views 0 comments 3 reactions Started by Shamaine Chan-Oracle Nov 22, 2021 3:12AM Accounting / ERP
Can Contacts and Companies be attached from the mobile app?

Accepted Answer Closed NetSuite4All 3 views 2 comments 0 reactions Most recent by Jeff Pineda-Oracle Aug 31, 2021 7:08PMCRM
Customer Statements don't show the customer name on them

Open Closed User_LW3QM 34 views 10 comments 0 reactions Most recent by Dominica Sevilla-Oracle Jun 4, 2021 9:29PMAsk A Guru
SuiteCommerce Standard - Available Analytics/Reports on Customer Behavior

Open Closed jmack_admin 13 views 4 comments 0 reactions Most recent by Jeff Pineda-Oracle Apr 20, 2021 2:17PMAsk A Guru
New Terms

Accepted Answer Martha Hakes 22 views 5 comments 0 reactions Most recent by Shamaine Chan-Oracle Mar 23, 2021 4:43PMAsk A Guru

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