3951238 Newbie

There is currently no option to manually re-assign a lead to a new territory as the field is uneditable. The populated value in the field is based on the Sales Territory under Set Up > Sales > Sales Territories. This is an enhancement - Enhancement 70976: SFA > Provide an option within entity records that allows users to…

Hello, Other than the campaign statistics, you may also want to view the Campaign Response Detail Report (Reports > Marketing > Campaign Response Detail) to see when the campaign event was delivered and the action taken by each recipient. For additional reference, please check the Help Documentation: Email Best Practices…

Hello Steph, I ran a quick campaign test and the message has been tagged as Opened even if I only previewed it in the preview pane of Outlook. For more information regarding Campaign Responses, you may check the Help Guide: Tracking Campaign Responses.

Hello, Here are the answers to the 3 questions: 1. How do we change our email signature in Netsuite emails, so it's more like that one that comes from our normal email (HTML format)? --> Go to Home > Set Preferences > General Tab > User Profile: Signature; Add Signature to Messages = T. 2. How do I edit the marketing…

There are only two permissions for this - Perform Search and Publish Search. But then it depends on the type of records that you have access to.

I believe this is working as designed. The value will really show 'No' on list view since it is unstored. So technically, there is no value. But when you view the actual record, it will show the correct Yes/No because the formula is executed on the actual field. You are correct, you have to add the same formula on the…

I just tried this by customizing the Discount/Mark Up form. I created the Field available for Inventory Item. Under the Display Tab, I set the Subtab = Main. Upon viewing the sample Inventory Item, the newly created field comes up. Do you remember which Subtab you had the field set to show?

You can create a custom field for this - Label = Estimated Delivery Date Type = Date Store value = F Show in List = T Applies to = Item Fulfillment Validation and Defaulting > Formula = ({datecreated}+2) *Please check the ID for the date field and replace {datecreated}.

It's always a good practice to login/logout, clear browser cache and cookies, refresh the page whenever there are modifications done in the account.

Hello, This is an enhancement. Enhancement 77156: Events> ability to edit the 'status' list. Thanks.

Hello Eveline, Please go to Set Up > Company > Enable Features > Suiteflex > Make sure Custom Records is enabled. After doing so, you can go to Set Up > Customization > Record Types.

There are related requests for this: Enhancement 167439: The confirmation messages after Lead, prospect are created, is generic and says"Customer record saved successfully". Enhancement 188432: UE : Confirmation message in transactions to show what transaction was successfully saved instead of a generic message.

Hello, I logged in to Customer Center and I only have 'See Orders' and 'See Items Ordered' which loaded without getting any Permission Violation. Is that a custom search perhaps?

Could it be possible that Set Up > Issues > Issue Preferences > Send Customer Notification When = [xx] be triggering the email?

As noted in Case 1386525, this has been filed as an enhancement - Enhancement 207826: Set Up > Support > Support Preferences > Notification > Ability to turn off notifications for CSV Import for Cases

Other than removing all users and roles that have access to the search, check and make sure the Search is not Scheduled.

Hello Jason, I logged in as a Sales Mgr but could not find the 'convert' button in my Estimate/Proposal. I only have 'Sales Order', 'Cash Sale' and 'Invoice' buttons. The permission required would be Invoice = with atleast a Create level. If it might help, you can also go to Set Up > User/Roles > Show Role Differences and…

You may try pulling up a case, then under the Messages tab, click the Email button. Send the message from there and you should see the Signature being appended.

An enhancement was already filed for this - Enhancement 144232: Wants to send email from case form with attachment option and also to auto populate email history. This requests for the Reply button to have an option for the attachment.

In addition, you may check if the signature is being attached by going to a case > under messages, click email > send a test mail > click merge and send. Go back to the case, preview the message and check if the signature has been added.

Hello Steph, The ONLINE prefix is added if auto-numbering is disabled and there already exists an entity with the same name. The ONLINEXXX is a feature that tells the user in Netsuite that a duplicate lead has been created from an online customer form. If one creates a unique lead thru the online customer form, there…

An enhancement has already been filed for this - Enhancement 181451: Reports > Financials > Ability to select "Year To Date" as Alternate Period Range We understand the need for this, that's why our Dev Team periodically reviews the enhancement requests, so pls keep on voting.

Another option would be setting Employee Restriction > Allow Viewing = T. This will give the user the permission to view records they dont normally have access to or those records assigned to others.

If the group cannot be deleted, its possible that it is tied to a campaign. If the campaign was already executed, then the system will not allow you to delete the group. To remove the members from a Dynamic Group, you have edit the Search associated to it and add another criteria to filter the result.

This has been logged as an enhancement - Enhancement 144847: Ability to customize the Opt-In Invitation: Invite customer to subscribe to new email subscriptions. This requests includes the ability to use NL Tags in the Opt In Email.

You may try this: 1. Go Lists > Search > Saved Searches > New > Type = Customer 2. Under Criteria, set the Filters - Status = Lead-Unqualified System Notes Field...Set By = -System- 3. Under Results, add Columns - Name Email Set By Hope this helps.

You may try going to Set Up > Sales > Customer Status List.

Hello, If you are one of the Administrators in the account, you can go to Set Up > Company > Printing, Fax and Email Preferences > Email > Transactions > uncheck 'Send to All Administrators'.

Hello, You can go to Lists > Mass Update > Sales Force Automation > Change Sales Rep Assignment > Criteria - Sales Rep = Former Sales Rep and then under 'Change Sales Rep To' field set New Sales Rep.

Sorry, the URL got cut off - http://https://system.netsuite.com/app/common/search/search.nl?searchtype=Employee&rectype=-1&cu=T&e=F Replace Employee with Message http://https://system.netsuite.com/app/common/search/search.nl?searchtype=Message&rectype=-1&cu=T&e=F