Michelle Jabanes-Oracle · Account Admin/CRM Guru & Oracle NetSuite Community Admin · Admin

Hi @User_WS1RA, The Customer Dashboard is a specialized dashboard that provides at a glance access to all of the customer's data. As the information shown here is solely based on the Customer the only available record searches that can be added here are those directly linked to the Customer record.1. Navigate…

Hi @Chris Polanish, I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will…

Hi @Amjad Kasem, I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will also…

Thank you, @User_2LD8N. 😊 Hi @CRATIV_Jason, In the event that the permission has been granted and the email button is still hidden, you might want to check your scripts to undo it. Please let us know if you need further assistance.

Hi @Janet P, To close the Help Panel and switch back to NetSuite, press the Esc key. If you're interested to learn more about the Guided Learning, please see SuiteAnswers ID 1014039 NetSuite Guided Learning.

Hi @User_815U9, Since these are two different entities, you need to create both Lead/Customer record and a Vendor record. Link the Vendor to Other Relationships to create Sales Transactions. Here are the two SuiteAnswers articles that are related to how to automatically create an entity record and link them together.…

Hi @Kedalene, Please add the Details field to the Results tab. See sample below.

Hi @User_Z6I72, I have the same transaction, and it did not show up as a duplicate. Can you please share screenshots of your Criteria and Results tab of your Customer Saved Search? Thank you.

Hi Vernita, There are two ways as per testing. Using a Quota Saved Search. Please follow the steps in this SuiteAnswers ID: 91521 Copy Standard KPI and modify as custom KPI for Jeff's Team Quota. Remove Sales Rep: Sales Rep Name (Grouped) field Added the following fields: Reported Forecast: Manager Forecast: Group checkbox…

Hi @Amjad Kasem, Go to Setup > Company > Email Preferences > Transactions Change the FROM ADDRESS FOR EMAILED FORMS field to User Email Address Note: The Email is sent from the address you enter in the From Email Address field at Home > Set Preferences. If you do not enter an email address here, email is sent from your…

Hi @Chris Polanish, It may have something to do with the caching or might have some delay in the system, but this can be resolved by enabling the Generate URL Time Stamp checkbox. I hope this helps.

Hi @User_Z6I72, What Criteria did you set in the search? And did you try to group the fields in the Results tab? See my sample search below. Setting criteria and summary type should eliminate the duplicate. Let me know how it goes. Thank you.

Hi @Kedalene, You can use the Login Audit Trail, which includes each session listed by the date and time of the initial login and logout entries of your users. Although there is no field to verify or calculate how long each user spent in NetSuite, you can check the date and time when the user logged in and out of NetSuite.…

Hi @PeteLawson, The formula works for me as well. If you can provide what field and what record you are trying to compare, that would be helpful.

Thank you for posting this thread, @Sivasubramaniam. Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In the meantime, in case you know someone who is new to NetSuite, we…

Thank you for posting this thread, @User_2F8O1. Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In the meantime, in case you know someone who is new to NetSuite, we encourage…

Thank you for posting this thread, @Chris Polanish. Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In the meantime, in case you know someone who is new to NetSuite, we…

Hi @Vernita, The date range affects the KPI because it will depend on the transactions of the team. Shaun's team will appear since Shaun is Jeff's Supervisor. You can verify this in Jeff's employee record. See the sample structure of my testing below. Since Nick supervises Jane, and Mike supervises Nick, you'll observe…

Hi @User_5OUXV, I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will also…

Hi @Amjad Kasem, I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will also…

Thanks, @Mauricio Solís! Hi @PeteLawson, If you choose Send Email to Logged In User to route email messages to the user logged in to the NetSuite UI, be aware of the following behaviors: Email messages initiated by an error in a scheduled script follow the notification settings in the script record. Email messages…

Thanks, @Tigran Shahnazaryan! Hi @User_8UBAC, This is logged under Enhancement #255381. The System notes only capture the change made in the email address field. System notes do not track if the To Be E-mailed field was checked or unchecked. Please visit SuiteIdeas to vote for the enhancement request.

You're welcome! If you have any more questions, please don't hesitate to ask. We're here to help.

Thank you. What is the date range of this report vs. the date range set in the KPI? Try to adjust the date range in the KPI based on the first report.

Hi @User_5OUXV, Due to the criteria of the desired search or report output, it's necessary to perform the task separately. 1. In the sample search above, you can add a Date field in the criteria or in the filter. 2. You can use the following SuiteAnswers as a guide to create searches for the number of quotes and for the…

Hi @Amjad Kasem, Kindly check and follow the steps in this article: NetSuite Admin Tip: Setting up a Return Email Address. Let me know how it goes. Thank you.

Hi @User_JPTT1, You need to use Discount Item for Purchase Orders. To know more about this, please refer to the following SuiteAnswers below. Discount for Sale vs. Discount for Purchase | Answers ID: 12118 Discount Items | Answers ID: 28178 I hope this helps.

Hi @Cristian Cabacaba, I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will…

Thank you for posting this thread, @Tes S. Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In case you know someone who is new to NetSuite, we encourage you to direct them to…

Thank you for posting this thread, @User_2LD8N. Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In case you know someone who is new to NetSuite, we encourage you to direct…