3936959

you need to ve a contact "Category" for each contact ticked. You can use multiple "categories" per contact. So we can tick "Emma, Brett" but not "Adam" and then it sync's to Outlook this contact for only Emma & Brett but NOT Adam. Ask your admin person to set up the categories and allow you to choose which contacts…

in Intellisync / Outlook not syncing all contact / company records Comment by 3936959 Nov 9, 2007 7:33AM

Is there a way to do it?

in Security 101 - How do I secure a subtab by Role Comment by 3936959 Oct 7, 2008 3:18PM

You can also use the access tab on the custom fields to determine who gets to view those fields. Thanks, -e Evan - where do you see the access tab for custom fields. I went to transaction body fields and there does not appear to be an access tab. Thanks! -Sig

in Security 101 - How do I secure a subtab by Role Comment by 3936959 Oct 9, 2008 3:01PM

are these custom fields? Yes - custom transaction fields and custom subtab.

in Security 101 - How do I secure a subtab by Role Comment by 3936959 Oct 7, 2008 12:46PM

It should be there in 2008.2 accounts (which essentially is all customers as of this past Friday). Thanks, -e Got it - thanks. Just curious - is there a way to add rights by the user (i.e. and not the role). I would like to just have one user (who has the same rights as all others) to also be able to edit these fields that…

in Security 101 - How do I secure a subtab by Role Comment by 3936959 Oct 14, 2008 9:06AM

Evan Got it - much thanks! -Sig

in Can the form on the Customer center for Cases by customized Comment by 3936959 Feb 2, 2007 3:58PM

Evan, Thanks for the response. I added the CRM field and placed on the support form but I cannot find the outside columns on top" - where is that? (I do see that for entity fields. Mush thanks!, -Sig

in Can the form on the Customer center for Cases by customized Comment by 3936959 Feb 1, 2007 6:18PM

Evan, Thanks for the quick reply - I was able to customize pretty effectively. Two other quick questions: Is there anyway to remove the NetSuite (US Edition) Release blab blah blah below the links? Also - is there any way to add a block of text with some details to the top of the form? Thanks again?

in Can the form on the Customer center for Cases by customized Comment by 3936959 Jan 31, 2007 2:47PM

Don't think so, but it should be easy to add. Please file a case and post the case #. Thanks, -e Did it - case #589361 Thanks, -Sig

in Billable Time & Invoices Comment by 3936959 Jun 29, 2007 4:45PM

Duh... Thanks! Does anybody know how to get the case descrition on the form? We are getting a lot of people calling regarding cases where we are billing time to it but the case does not show on the invoice.

in Billable Time & Invoices Comment by 3936959 Jun 27, 2007 9:11AM

You can add the Case # and then they can viewit in the customer center? True, but the customer really needs it on the invoice - is there a way to do that?

in Billable Time & Invoices Comment by 3936959 Jun 28, 2007 4:42PM

There is a field called "Global Subscription Status". Set this to "Soft Opt-out" Thanks Ken Thanks Ken. Can you tell me what the other options for this field are? ALso, by setting this to soft opt out does that mean that we cannot send invoices or other emails to them thru netsuite? Thanks, -Sig

in Unsubscribe - how do I set this? Comment by 3936959 Mar 13, 2009 9:37AM

You can use custom records to create your own customer satisfaction/feedback survey. You can then place the URL in your support request closure email that is sent to the user when the support ticket is closed. Thanks for the quick response - have you found a way to have NS automatically do this (I.e. send the survey?).…

in Netsuite and Case Satisfaction Surveys Comment by 3936959 May 13, 2009 8:53AM

First create a saved case search and use the available filters tab to specify the single filter you want to use in the form. Then go to the dashboard and add a search form portlet using "Customize this Page". Set up the search form portlet to use the saved search you created. Hope this helps - let me know if I have to…

in Is there a quick way to search cases? Comment by 3936959 Apr 9, 2008 12:50PM

Search Form was it! Thanks again for your help.

in Is there a quick way to search cases? Comment by 3936959 Apr 9, 2008 1:21PM

Can you create a search form portlet on the dashboard with one filter for the message? Thanks, -e Evan, Probably - unfortunately I am kind of new at this and really have no idea what you are talking about - how do I go about creating a form portlet? Thanks, -Sig

in Is there a quick way to search cases? Comment by 3936959 Apr 9, 2008 11:48AM

Sig - This is another Solution enhancement that will be addressed in the next release - Version 2008.1. Lina - thanks for the information - do you have an ETA for 2008.1? Also, we use Macs - will the new Rich Text Controls be cross browser compatible? Much thanks!

in Solutions need us to imbed HTML BR Codes - is that the way it is supposed to work? Comment by 3936959 Jan 18, 2008 9:20AM

I would like to second that! I just started using the tasks to assign out various tasks to staff members. I ended up confronting one of them as to why she did not complete what I had assigned. She had completed them all and they were marked such in NS but I received no notification. Would seem to ba a basic part of a task…

in Tasks - Need improving in at least 2 areas. Comment by 3936959 Jan 16, 2008 1:35PM

Hi! I am not sure that this is what you meant... But another way of creating a solution for a case is... From the Edit view of a Case, Under Interactions Tab> Solutions Subtab: You may create a solution for a particular case from this tab. Is that what you needed? :confused: Worked like a charm - thanks!

in Solutions from cases - is that possible Comment by 3936959 Jan 25, 2008 10:30AM

Setup/enable features somewhere. I think you need NS though versus NSB. What is NSB? We do have the full netsuite (accounting, SFA, Support, etc). Does anybody know where the comits can be enabled?

in Does NS have Commits (Similar to Sales Force) Comment by 3936959 Jan 16, 2008 8:01AM

Yes. using advanced forecasting. we use it to commit deals. Its an option somewhere in setup - you can rename these to state commit instead of the default. Thanks for the quick reply. Is advanced forecasting a seperate module? Here is what I see on my sales setup forcasts screen:

in Does NS have Commits (Similar to Sales Force) Comment by 3936959 Jan 15, 2008 12:34PM

Jeff & Ray, Got it - much thanks for all of your help (now have to figure out how to implement). Thanks again, -Sig

in Does NS have Commits (Similar to Sales Force) Comment by 3936959 Jan 16, 2008 11:04AM

I went through this a while back - no way to do with the current version. Have heard rumors that the next release will allow escalation by hours and min.

in Case Escalation - SLA's in minutes? Comment by 3936959 Jun 13, 2007 8:58AM

I wish they would. It is a real pain having to fire up a separate browser just to send an email. What really gets me is that during the sales process the NS sales person was adamant that it was completely cross browser compliant. We switched from Sales Force and everything on it worked great on the MAC.

in Word-like ActivEdit HTML editor in NetSuite while on macintosh Comment by 3936959 Aug 2, 2007 5:21AM

NS, you could support one of your customers (Ephox) and make all mac users happy by looking into Andrew's product. -Tom As a loyal Firefox & Safari user I also implore NS to make the product cross browser compatible. I have added a vote for this request.

in Word-like ActivEdit HTML editor in NetSuite while on macintosh Comment by 3936959 Jun 13, 2007 8:43AM

File Cab permissions are under Documents and Files on the Lists tab. Did you try the Email Template permission? Julie, Thanks for the response. I went to roles (https://system.netsuite.com/app/setup/role.nl?id=1010&e=T) and then looked at the lists and under lists the email template permission is set to edit already so I…

in What permission to see campaings on employee tab Comment by 3936959 Feb 5, 2009 12:15PM

To hazard a guess I'd say it was file cabinet permissions. I looked at all of the permissions and could not find that - where is that (or is it possible called something different)? Thanks for the response!

in What permission to see campaings on employee tab Comment by 3936959 Feb 5, 2009 9:39AM

Yes - but use the insert field tool in the customize body section to determine the syntax - it does not correspond to the syntax in templates. It uses {} and doesn't have the "NL" prefix. Thanks, -e Evan, That worked! It was {number}. Thanks for the quick reply. -Sig

in Can I include fields in a saved search? Comment by 3936959 Dec 9, 2008 1:46PM

there should be two issues associated with thiis case and they are set to S2 severity - no workaround. Thanks, -e Evan - thanks for the heads up. They actually did give me a workaround - it is named category.

in Saved Search - on Updated fields - where is the case type? Comment by 3936959 Aug 15, 2008 2:47PM

I don't know why that is happening. Please file a case mentioning both those issues, post the casd # here, and we will get them resolved. Thanks, -e Case is 759154

in Saved Search - on Updated fields - where is the case type? Comment by 3936959 Aug 12, 2008 9:47AM

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