RickG_1136 Red Ribbon

Thank you for the reply. We opened a Support ticket - the following day the error disappeared and users have not had an issue since then. Should this happen again we will first try disabling / enabling the Adobe Extension.

Thank you @Michelle Jabanes-Oracle . We added a vote to the Enhancement Request. You may want to update Suite Answers 8910 and clarify the Note (1/2 down the document) which states: You can send an inline picture by copying and pasting the picture into the message field. Thanks -

Hi @Michelle Jabanes-Oracle - thanks for jumping in - if you read through the thread you'll note it is about copying and pasting an image into a Message off the users local drive. Can you try that process and report back? Find an image on your local drive, right click on the image and select copy, paste the image into…

Hi @Veronica Steluta Mincior-Oracle - thanks for following up on this. Most recipients are using Gmail as their email client. From additional testing, I determined how the NS User has their Preferences set does make a difference. For example, under Set Preferences → Appearance → Entry Forms … If Enable Rich Text Editing is…

Hi @Veronica Steluta Mincior-Oracle You mention "… when I tried to send the image from the file cabinet directly, Outlook message client didn't download the image file and I had to select manually to perform the download (appeared like a broken link) .…" Is it possible the file you copied was not set Available Without…

For follow-up/clarity … Users are (attempting to) copy / past images into Email Messages created within NS The jpg images are off their local hard drive (not from the NS file cabinet / the internet / or the network). As others have mentioned, the image is viewable within the Message under the appropriate Communication →…

Hi Veronica - thanks for the reply. I will do some additional testing and post the requested data. I am curious - was the image you copied and pasted in the email message local on your hard drive or one that is online (or in the NS file cabinet)?

Thank you for the reply but I'm still a bit confused. You state ... NetSuite receives a bounce when trying to deliver an email to this email address. But as the email actually reaches the recipient, it is just not accepted; it is logged in the Undelivered Emails list as "Success: Other undefined status" If the email is…

Thank you for your responses. We need to generate all 3 separate invoices - but are looking for a way to do so all at once. Is there a workaround / way to automate this process without having to manually click Next Bill 3 times?

Hi Ivy - Thank you for the quick reply. This solves the issue; however, a minor correction (probably just a typo) to your steps above. As you know the View Login Audit Trail permission is found under the Setup subtab ... in the instructions, Step # 7 should be below #8. Thanks again.

Hi @Michelle Jabanes-Oracle - has anyone come up to a workaround to this need or to the enhancement request 93917? Is there any other way to configure the custom field? Thanks -

This is really impacting user productivity. Please keep us posted as to a resolution.

Hi @Margrat_H3NO5 and thanks for the reference to the SuiteAnswers document. The article references sourcing the {contactprimary} value into a custom field for use on printed PDF layouts. Wanted to reconfirm a custom field is still required when using Advanced PDF/HTML templates ... or is there a workaround when using…

Thank you both! You are correct ... the field access is being changed through a workflow based on the User Role. Thanks for the reminder to look at Workflows.

Curious if anyone @ NetSuite has been able to replicate this behavior which started about a week ago. There are similar reports on other NetSuite discussion boards (Slack, Spiceworks, Google, etc.) Thanks -

@Dominica Sevilla-Oracle Thank you for the prompt response. For some reason we are missing the Entity Bank Details option under Custom Records. See screenshot below ..

Hi Jack - The PDF file ends with .pdf as expected. I've been on the phone with Support - we've confirmed the Advanced PDF/HTML template renders correctly when we look at it in Preview mode. There may be a conflict with some of our internal scripting which is being looked into. Question: Our Release Preview is no longer…

Hi Micah and thanks again. Creating a Saved Search to "mimic" the Mass Update works in most cases ... but not if you are using the Mass Update for a Duplicate Merge. In this scenario, pre-determining the records that will be "Previewed" during the Mass Update via a Saved Search can be challenging (unless you have a…

Hi Micah - Thanks for the quick reply and link to the enhancement request. Q: Is there anyway to export the "Preview" results of a Mass Update before its run? Thanks -

Hi Michelle - Thanks as always for the follow-up. Yes - we had previously customized the View to include the Role field. Is there anyway to select, en mass, all the records that have the Primary Contact role as the Master? We are dealing with thousands of duplicates. Thanks -

Michelle - Thank you for the reply. Given we are dealing with more than 10K duplicate records, we are using Lists -> Mass Updates -> Duplicate Resolution -> Contacts which allows us to do some filtering based on a saved search. Is there anyway to accomplish something similar with this option? There are just are too many…

Hi Camille: The CSV import is used to update existing Lead or Customer entity records. Hope that is of some help! Rick

Michelle / Chance - Thanks to you both for the suggestions. We'll vote for the enhancement that Michelle mentions in her last reply. Being able to tie a custom Dashboard Customer Form to a Role has the potential to add a lot of utility in certain use cases. One last item. I'm seeing the following fields added to bottom of…

Hi Michelle and thank you for the prompt reply. Yes - the new Dashboard Customer Form as flagged as "Preferred" on the form and the system does use this. However ... what if you have multiple versions of the Dashboard Customer Form? In other words, one version customized for User Role A, another customized for User Role B…

Many thanks for posting the link. I saw that SuiteAnswers doc when I was doing my own research but skipped over it as we do not have FedEx integration. We do however have UPS. From reading through the doc I have a feeling that field is added when "Shipping Label Integration" is active under Company => Enable Features.

It appears to be a native field. I can't think of any bundle we are using that would have added this ...

Will do. Thanks for the prompt reply!

Michelle - Thank you so much for the suggestion which worked beautifully! A combination of a new field combined with a workflow solved the requirement. A follow-up question ... On our Activity forms (Task, Call, Event) there is an Item field on the Related Records subtab. I'm trying to hide this field on our custom…

Thank you Matrim! That was just the ticket. Issue solved.

Michal - Unfortunately none of the fields under Quota -> Rep Employee -> Transactions return any values. The only fields that are displaying results are those directly from the Quota records. Same with Rep Employee -> Transaction Lines. In fact, adding the transaction fields does not even cause a change in the number of…