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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
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  • jambrose. Items are a little different. If you use entity or transaction body fields, you use {$record.xxxx}. If you want transaction column fields, do this.... <#list lineitems as item>${item.description}</#list>
    in Advanced PDF/HTML Templates and Kit Items Comment by Rene_Titus Jul 24, 2014 9:39AM
  • Two things we did. 1. First 3-4 characters of the item SKU categorize the items. We use smart-type (start typing in the field) instead of viewing the list. That automatically reduces the list to just Education, Implementation, Software, Professional Services, etc. 2. We have different Opportunity forms for different…
    in Opportunities - Item List Comment by Rene_Titus Apr 27, 2013 10:39AM
  • When we reset passwords, we always do 'Reset4' and then a combination of name or initials and partial date. Then, always check the Require Password Change on First Time. Here's a suggestion that helps me with passwords. Use sentences or phrases and abbreviate it to create a password. If you set substitution rules like,…
    in Netsuite's Password Evaluation is poor... Comment by Rene_Titus Dec 7, 2013 9:20AM
  • Here's what we did... <#if record.discounttotal!=0> <tr> <td align="right" colspan="2"><b>Discount</b></td> <td align="right" colspan="2">${record.discounttotal}</td> </tr> </#if>
    in Advanced PDF/HTML Template Comment by Rene_Titus Jan 6, 2014 12:19AM
  • Please vote for Enhancement #161326 OneWorld: Lists> Mass Update> Mass Updates> Mass Duplicate Record Merge: Let Duplicate detection match the subsidiary before match before tagging entities as possible dups. I have spend a little time every day marking the same contact in different subsidiaries as "Not Duplicates". It…
    in Duplicate contacts Comment by Rene_Titus Dec 20, 2013 3:28PM