3942703 Newbie

The issue we're experiencing is a bit different than what I'm reading here, but perhaps someone else will have an idea, so here goes nothing. We have email to case set up, and it seems to be working fine. Our only issue is that we must manually delete each unwanted email (with editing enabled, drop down menu on left,…

My email trails are not working? Have you noticed your email trails are not working? I just posted about broken email trails and it has been going on for I don't know how many days. At least all of June. We are not capturing emails even though the code is in the reply to box of our emails and we are not sorting group bulk…

Hi Luke I don't believe that there is a system setting for this. We would seem to be forced to assign all unknown customers to a single placeholder company. However, maybe with suitescript it would be possible to take any new anonymous client and create a dummy account for them and essentially assign the case to the dummy…

Lindy, Please try the following to make the Bulk merge tab visible. Open up a customer record. Click the Customize button. On the 'Lists' tab, 'General' subtab, you'll see towards the end of the list 'Bulk Merge'. Check the checkbox in the Show column for this entry. Please let me know if you still have trouble seeing the…

Lindy, I just sent you an email with the steps and screenshots to walk you through the process. Please let me know if you have any trouble with this. Thanks, Priya Got them. Still unresolved. Still cannot see original bulk emails and I could a few months ago. I would be happy to allow you access to my system to see what is…

WHERE exactly do locate a tab to show you the bulk merge trail? After I sent a buld merge months ago, the original merge email message was under the messages email tab. Now I am told they are under a bulk tab but I cannot find a bulk tab anywhere. I did go into setup and on my lead/prospect/customer preferred form I…

Hi Our trails seem to work ok. How do you use the email to case functions? In partuicular how do you deal with other people that the customer puts in the CC line when creating an email to your support group? We find that, while these are caputred, when an agent replies to the case they have to manually reenter these people…

Hi Our trails seem to work ok. How do you use the email to case functions? In partuicular how do you deal with other people that the customer puts in the CC line when creating an email to your support group? We find that, while these are caputred, when an agent replies to the case they have to manually reenter these people…

You're welcome.

Hi there… I’m a little stuck on something wondering if anyone can help me out. It seems that the only way I can find to give employees ability to use the messages tab to send internal email to each other is to give them ‘edit employees’ permission on the list tab of their role. (they have access to send messages to…

Lindy - I don't know if you resolved this yet - but if you ended up with a red x you are headed in the right direction. You simply have the wrong source location. If you used Rick's code for example ...src="http://www.usatcorp.com/images/USATlogo.jpg... Then the image USATlogo.jpg MUST exist on the usatcorp.com domain in…

This is a weird form. I cannot tell if it is heading to you or to me. I'll find out if I see it in my email! Thank you for the code. I tried and ended up with a red x where my logo should be. Very frustrating. Lindy

Hello other Gift Card users. I searched gift card in our usergroup and found 9 entries with this one the most recent. I hope everyone reads the gift card issue often! I have 20 independent attractions who want to run their gift cards via a partner list in my NetSuite. One Gift Card service, Profit Point, is actually…

Let's try this Open and Edit the Customer record - make sure the form is the customized form that you usually use (in the Custom Form dropdown on Customer record) - if you use the Standard Form, let me know. Click the Customize button on the Customer record Click the Lists tab Find 'Bulk merge' in the list below and check…

Lindy, I was just following up on case 439451 and posted a reply to your question on the User Group. Basically, there is a Bulk merge tab on the Customer record that lists all the bulk merges sent to that customer. if you don't see the tab, you can customize the form to show the Bulk merge tab and you will be able to view…

Hi (especially for Evan) We have lost tabs in any Lead/Prospect/Customer view. In both Firefox and IE (6 & 7). Sometimes they come back with a Global Search. Sometimes they do not. Hugely frustrating. If this not part of 106359 then can it be? Thanks NetSuite support logged into my system to re-set something that I did not…

We ran into this exact same thing. We couldn't figure out where these messages were coming from until we really analized the message, figured out it was one of the system e-mails that was being automatically sent upon case creation. We liked the notification, but we didn't them to see all the message history, so we just…

We are currently investigating this. If there is changed behavior here since version 10.6, we will in all likelihood restore the previous behavior. This is tracked by issue 106359. Thanks, -e Hello Evan Goldberg: Is it posssible for you to also check on Your Customer Care Case # is 439451? Which is way more important. I…

Hello Me, This is weird. I save the contact and see nothing but the info tab but when I global search the contact it comes up with all the tabs that I need. Twilight zone. Lindy

Lindy, I was just following up on case 439451 and posted a reply to your question on the User Group. Basically, there is a Bulk merge tab on the Customer record that lists all the bulk merges sent to that customer. if you don't see the tab, you can customize the form to show the Bulk merge tab and you will be able to view…

We have the same issue but with projects. We don't see the custom form we use until we do a global search on the project name. We don't see any tabs at all--all the info is unrolled and we miss the header info. A true pain if you are trying to see a statement for a project. It's funny since we don't have the same issue…

It looks like we actually use all of those tabs directly at the Customer level now. When you click on email in a customer record, there is a drop-down to choose the specific contact that you wish to email. Perhaps the other tabs that use to live with the contact records were removed as redundant. The direct contact records…

Lindy, In reading the case history you submitted to us as well, it sounds like there may be some confusion over the various signature tags we offer. There is one for Sales Rep Signature under Customer and a separate one called Signature under System. The one that has always pulled the logged in user is the Signature tag…

Lindy, In reading the case history you submitted to us as well, it sounds like there may be some confusion over the various signature tags we offer. There is one for Sales Rep Signature under Customer and a separate one called Signature under System. The one that has always pulled the logged in user is the Signature tag…

Hi Lindy, Create a support case by going to Support > Customer Service > Contact Support and select 'Enhancement' from the case type dropdown menu. Make sure you explain in the message text that you're adding support to enhancement #98126... Cheers Sion Geeze Louise! Too easy! Thank you!

This is also a concern for us. We have clients who use the email functionality within NetSuite but need to have rigidly enforced employee, location and class restrictions. It all falls down when they attach a document to an email in NetSuite or use Outlook integration to save a message to NetSuite when it has an…

I'm surprised that no one responded to your post. You bring up some good points, two of which are a major headache for me (and any company that uses employee restrictions to limit access to certain information): Documents 1. Allowing users to attach files to Lead, Prospect or Customer records is unusable in its current…

Do you suppose this is related to the email trails not working? Have you noticed your email trails are not working? I just posted about broken email trails and it has been going on for I don't know how many days. At least all of June. We are not capturing emails even though the code is in the reply to box of our emails and…

The trouble ticket was sent almost a month ago. How long do customers wait for fixes? This is not since the upgrade. This was happening before the upgrade too. 06/24/2006 03:59 pm Lindy Tatreau I tested it again. The group email merge WAS putting a copy of the original outbound email into each and every customer record on…