My Stuff
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
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Re: Email template for receipts
Hello Kris, How do your customers receive the Sales Receipt email? Is it when they make a purchase from the website or when your sales rep creates a Sales Order internally? If the sale is created int…1 -
Re: Is anyone experiencing trouble accessing NetSuite?
Hello, An issue has been filed under #620551. Please feel free to open a case and have it attach to the Issue. I will continue to update this thread for any update. Regards, Michelle Jabanes | Ask a …1 -
Re: Is anyone experiencing trouble accessing NetSuite?
Hello, This has been reported and we are aware of the issue. I will update this thread for any additional information. Regards, Michelle Jabanes | Ask a Guru2 -
Re: How to manage SPAM Leads?
Hi @charles_at_velocitek, Apologies for my previous response. Please see below steps on how to delete the SPAM leads in your NetSuite account. 1. Create a Saved Search to pull up records to be delete…1 -
Re: What role do you have to be in to prepare a Quote?
Thanks, Pau! Hi @Kellyann, An accounting role is an example that you can use to create a quote. If you are using a custom role, make sure that Estimate/Quote permission is added and set the access le…2
