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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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Re: Send email from transactions can't see include transaction checkbox
Hi @"lilywu", You need to enable Mail Merge feature to show the Include Transaction checkbox. Please see steps below. 1. As Administrator, navigate to Setup > Company > Enable Feature…3 -
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: NetSuite for Outlook - Mandatory Fields
Hi @"timelms", Please see the steps below. 1) Log in as Administrator 2) Navigate to Setup > Company > Outlook Sync Configuration 3) Open Active Outlook 4) Basic tab = keep as it is &…1 -
Re: Role permissions not working
Hi @"Shelli", Thank you for checking. Can you please confirm if the users can access Invoices, Sales Orders or any standard records in NetSuite? Also, please make sure to add the necessary …4 -
Re: SALES ACTIVITY BY SALES REP DETAIL report showing Customer status rather than activity status
Hi @"bobonorov", I found a SuiteAnswers on how to Create a Customer Saved Search to pull up the Total number of Activites and outgoing Messages | Answers ID: 30217. Per testing, although th…3
