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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
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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
