Krish0nan Blue Ribbon

We have a custom record "Incident" (fell off ladder,etc) a single record email alert is sent with the details, is that what you mean?

maybe try; Account Fields... Name

IE8 fine for me..

Hi Jane, Many of your retail customers should have POS systems that can use your barcode, for us when we sold wholesale we also had RRP, so we could supply product that was both barcoded and priced for our customers, which gave them value and helped our sales. If your situation is similar then maybe barcodes will deliver…

Hypothetically speaking of course, what would a customer do if one day netsuite.com threw up a 404 and the phones were disconnected? Great Point! We used another Saas with a similar load of data (Salesforce) and the all data export from them was 1 click and had the lot. It's obviously possible. I don't buy the "bad idea…

There must be hundreds of requests for it then.... There are hundreds for Asset management (#1 for years?), but this does not make it move past ER :confused: .

To me it's a design flaw when the ER that is #1 is not identified as "Sorry we are not going to do that - however we have some partners who can help you" which is as far as I know the reality of the situation. I don't think there is a question of pace about it, it's not going to be done, so why not just say it? &…

I got around that one (a bug I think) deactivate a full user - then add customer centre to the employee - then go back to the full user and give license again. Hope that helps! ;)

I hope it's just an oversight (we're all human :) ). Netsuite works well for us, I'm keen to stick with it. There are some oddities but that's life....

How about add customer centre role to the employee? then they will show as customer and employee same entity number... now, if only it could be done the other way round! https://usergroup.netsuite.com/users/showthread.php?t=1735

yes. emp record + customer cntr role (and no other role) = full access license taken! If this is the case, renewal would be impossible for us in the future.

Maybe if that little icon was changed to a little button labeled "set options" such things might be easier? seem like there is plenty of room on those forms for make life easy ideas. Thats always something a new user does not see in my experience, is there some reason to make it so tiny and unlabeled?

OK - so they are 2 different fields? they have same name and appear in the same part of the application.. oh well - sorry to be a pest!

So what if in both places it was the same? maybe; Enter a memo that shows the vendor's invoice number or your account number. This appears on the memo line of the check, it will also appear on such reports as the 2-line Accounts Payable Register. It's no big deal, but IMHO field help for a field should be consistant.. most…

How easy - is it possible - to sync events and tasks with the i-phone? Does it need to be done through exchange?

I wished there was an easier way of globally managing such stuff. ie. option to set preferences globally. - or at least default to global settings. 100% with you. Admin work in NS is made hard by requiring the users to define so many things which the admin should be able to set for them. Please let us make life easy for…

Krish0nan - Can you tell me exactly where in Help this is documented? I only found information regarding standard/custom roles and assigning users to roles...nothing to help understand the difference between employee self-service and Full access licenses. My question: Does an employee self-service license count as a full…

You will need to explore the Help for complete answers to your questions. Basically Employee is a limited license and a Full User is just that. You can assign multiple roles to a user (including yourself) maybe you could start by assigning yourself the Employee Centre role and then log on and check it out.

You are not the only one. https://usergroup.netsuite.com/users/showthread.php?t=6017&highlight=support+tab Getting it gone does not seem to be an option, NetSuite "custom" is not what you may be used to. It's odd, for most tabs, say "Lists" (using Classic Centre) when you choose to create a custom version of that tab you…

This is a bug - I was able to reproduce. I'll get the fix in today and update you here once I know when it's going live. Luke, which bit was the bug? I am hoping you have found something to help us! but what is it? Thanks for your attention!

we get this all the time.. it happens at POS so it is extremely frustrating, the customers actually still want to make purchases even though a cashier has miskeyed the password! weird hey. So we remove access to the users roles, then give them back & give new pass, then they have immediate access again..

I am very happy you see it also, and I am confident you will sort it out. Thank You, Luke & Evan. This fix I am sure should help others who don't speak up & also (loudmouth?) me!

Could we use saved searches to trigger workflow tasks? (another subtab in the saved search setup?). Maybe create a list somewhere of task templates which could be the basis for tasks created, in a similar way to the creation of email alerts? As it is an alert is emailing some information (out of NS) that someone should…

These maybe better than the example link I had above; http://blogs.salesforce.com/features/2006/03/workflow_automa.html http://salesforce3.sitestream.com/pdf/dreamforce_2006/Wielding%20Workflow.pdf So that wizard lets you Setup a Rule, a Task, a Alert And No I don't work for SF! - And Yes I am a NS fan, just taken a while…

The new workflow in 2010.1 > Thread is looking largely answered! Now, to get my head around it! :D Very impressed & happy to see this. Great move Netsuite.

It all sounds good to me, except it sounds like the work is going to flow out to Outlook? no Tasks?? Can we have the work flow into NS? It's sure to be helpful whatever you do, I will go with the Flow...

Sounding exciting! Would be very happy if you could sneak custom records :cool: into this eg, Criteria: Customrecord field 1=custom picklist value(new) Task Template: New Task, please action this new record Delay: 0

Salesforce also have a fantastic workflow setup - miss it heaps.

My Top 3: [LIST=1] [*]Make UI Consistent[LIST] [*]I think this is mostly low-hanging fruit .[/LIST] [*]Workflow Automation [LIST] [*]Use graphical interface [*]Make it usable by users (i.e., don't require "experts" or programmers)[/LIST] [/LIST] 3. Security/sharing on activities.…

There is some info on the SF "workflow" here http://na1.salesforce.com/help/doc/en/salesforce_useful_approval_processes.pdf The bit that worked well for us was a wizard that allowed us to have tasks created based on criteria; eg. Account is 7days overdue = assign task to accounts team "please call this acount and get…