3950919 Newbie

Hello Ricky, Please see my suggestion below: 1. Every time a sales rep will call the customer, sales rep must create a user note on the phone call record. The number of phone calls made must match the number of user notes created on the phone call record. 2. Once the sales rep reached the customer, sales rep must set the…

Hello, Under Home > Set Preferences > General tab > Optimizing NetSuite section, is Require Exact Match on Item Type-Ahead checked? As per field level help: If the Type-Ahead On List Fields option is enabled, check this box to require that NetSuite's selection of a list record based on typed characters in a list field be…

I note that in other NetSuite accounts, on some forms NetSuite displays a 'double downward pointing arrow' compared to a 'single solid block downward pointing arrow' on some list fields. It appears that when we have the 'double arrows', then you can type any text string and NetSuite matches records containing that string…

Hello, If you are using a custom form, the item list can be filtered if you set a saved search under the Screen Fields tab > Columns subtab > Item Filter field of the custom form. However, if you are experiencing this behavior even when using standard form, I suggest that you submit a Support Ticket so Support can further…

Hello, Please try: 1. Edit the Contact Search. 2. In the Criteria tab > Standard subtab, remove the criteria for Campaign Response Fields: Response Details it not Opened. 3. In the Criteria tab > Summary subtab, add: [INDENT]Summary Type = Sum Field = Formula (Numeric) Formula = case when {campaignresponse.response} =…

Hello, If you go to Documents > Mail Merge > Merge History >Select the Bulk Merge you have created, under the Recipients tab, you will see which customer received the message. Issue 118937 has been created as Enhancement Request for the ability to search off of the fields in the Bulk Merge Tab (Currently can search off of…

Please submit a Support Case and asked to be attached to Issue [LEFT]329659 (Severity = S2) Alternate Solution: 1. Navigate to Documents > Templates > Email Templates /Marketing Templates > New.[/LEFT] 2. Switch Create Template From: to Text editor. 3. Switch to SOURCE. 4. Switch Create Template From: to File and back to…

There's an existing issue for this, Issue [LEFT]208694[/LEFT]. Please submit a Support Case so someone from the Support Team can add you to this defect. Thank you.

I created an Event Search. In the Available Filters tab, I've set the Filter to Attendee. I then went to Customization > Forms > Sublists > Entity, selected the Event Search I've created, selected the Tab and Employee Column. When viewing an Employee record, I'm able to see the Events where the Employee is an Attendee. Let…

Hi Steph, If I click on Accept event without sending a response, I will be brought to a Netsuite page saying " You have successfully accepted this event or it will say "You have successfully declined this event". Is there a way to turn this off? Also, what is the purpose of this confirmation message? If the recipient…

Hello, Please try SuiteAnswers Article:Create a Transaction Saved Search for all item lines that have been restocked (Answer ID: 19965) [https://netsuite.custhelp.com/app/answers/detail/a_id/19965/kw/19965]

For a) & b) please check SuiteAnswers Article: Inability to Edit a Field when Inline Editing is Enabled in a List or a Saved Search (Answer Id: 11844) For c), SuiteAnswers Article: Using a Saved Search as a View (Answer Id: 8492)

Hello, I believe you're referring to this: IMG 1 It is controlled by the preferred form used by the role/user when creating the record. In the example above, I customized the preferred Lead form. Under the Lists tab > Sales subtab of the custom form, I disabled (un-checked) Transactions. Here's how it looks after: IMG 2

Hello, Try: 1. CASE WHEN {file.url} IS NOT NULL THEN ('<a href=https://system.netsuite.com' || {file.url} || '>File/Fichier</a>') END Or 2. CASE WHEN {file.url} IS NULL THEN NULL Else '<a href=https://system.netsuite.com' || {file.url} || '>File/Fichier</a>' END

Hello, Try: [LIST] [*]Results tab > Columns subtab: [LIST] [*]Number | Summary Type = Group [*]Formula (Text) | Summary Type = Maximum | Formula: ns_concat({message}) [/LIST] [/LIST] Note: Would not work if a case contains many messages.

Hello, If you customize the Purchase Order form and remove the Label of the fields under Screen Fields tab > Columns subtab, the fields won't be visible even if it's marked to Show. You can then set the form as the preferred from for the Sales Rep.

It works the same way as the wm_concat function in Oracle

What summary type did you use in Results tab > Columns subtab? It's possible that another field with summary type is causing the problem.

Hello, Issue 243503 [Saved Search > Available Filters > Ability to specify subfilters to lessen the values to choose from] has been filed for this.

Hello, Due to Oracle limitation, it's not possible to use Rank/Dense Rank as Criteria or field under Results tab (when used with Summary Type). As Alternate Solution, you may try the search below: 1. Navigate to Lists > Search > Saved Searches > New. 2. Select Customer. 3. Set your Criteria. 4. Under the Results tab, add:…

If you don't want to manually adjust the date, below is the formula you can try: case when to_char({time.date},'IW') = to_char({today},'IW')-1 then 1 else 0 end

Hi, Can you please check if this will give you the expected result? 1. Navigate to Lists > Search > Saved Searches > New. 2. Select Employee. 3. In the Criteria tab > Summary Tab, set: Summary Type = Sum Field = Formula (Numeric) Formula = case when to_char({time.date},'MM/DD/YYYY') between ('06/29/2015') AND…

Hi Paul, If are using Summary Type, you have to set Summary Type for other fields that you want to see in the Result. Any field that does not use Summary Type will be visible when user drills down on the result. So if you want Internal ID, Name, Retail Price to appear in the result, you have to set summary type for those…

Trying to identify Saved Searches we haven't run "in ages". The list provided by going to Lists | Search |saved Searches is a great start. Any way I can export that list to a spreadsheet? Hello, Use the URL below to export the Saved Searches list:…

Hello, Try creating a custom list view through a saved search then set the search as the preferred list view for the role. You also have to use Summary Type in the fields set in the Results tab in order to Remove the Edit link. Below is a sample of a custom list view based on the Default View: 1. Navigate to Transactions >…

Hello, If the field you are using to enter serial number is a Standard Item field, use the steps below to create a search then create a sublist. Part 1: Create the search. 1. Navigate to Lists > Search > Saved Searches > New. 2. Select Case. 3. In the Criteria tab > Standard subtab, add Item it none of None. 4. In the…

Instead of using standard Number field, use Formula (Text) field to display the same value. Edit the search, in the Results tab > Columns subtab, remove Summary Type for Number field. Add: Formula (Text) Summary Type = Group Formula = '<a href="https://system.netsuite.com/app/accounting/transactions/custinvc.nl?id=' ||…

Hello, Do you have any other criteria set other than Stage?

Hello, Issue 155770 [Reports > Saved Searches > All Saved Searches; To be able to specify the file name of the results attached to the email] has been created as an Enhancement Request for this.

Hello, Issue 90098 has been filed as an Enhancement Request for this. As for the custom field, there are several options so that it won't show on standard list: 1. Make sure that Show in List = F. 2. Under the Access tab of the custom field, set the Level for Search/Reporting for the role. [LIST] [*]Edit – The field and…