My Stuff
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
-
Re: Retrieving Sales Order Line Item Description field within a search.
Hi @"John Griffin", In your Transaction Saved Search, set Type to Sales Order Navigate to Results tab and add Memo field Click Save & Run and you should be able to get the line item des…1 -
Re: Best Practices - Competitor Field and Sublist in Opportunities/Customers
Hi @"paula.courtemanche", Have you tried exploring the Win/Loss Reason field? Using this field will let you select a reason why your Sales Rep won or lost the deal. You can create new win/l…2 -
Re: Saved Search for Cases - Format Date
Hi @"PaulFleetwood", Under Results subtab: Field: Incident Date * Summary Type: Group * Function: Day This is going to return you the count of the Cases grouped by the Date only. For refere…2 -
Re: Reports/Analytics for events...
Hi @"Mark_BRIT", The Start Time and End Time fields are not exposed on the reports. There is an existing Enhancement Request logged related to this under #115405 Searches > Calendars/Tas…2 -
Re: Customer Portal
Hi @"3968939" I suggest to create a Support Case to log the defect and use this Defect # 424630 Home > Set Preferences > Custom Preferences > NetSuite Electronic Payments section &…1
