Michelle Jabanes-Oracle · Account Admin/CRM Guru & Oracle NetSuite Community Admin · Admin

It is in the customer record. Creating a saved search is a great idea! 😊

Hi @Melissa H, This long email address is the NetSuite Inbound Email Address. This is the way to capture the response from the customer and store it in NetSuite. When you reply to the email, it will be sent directly to the transaction or entity record. Please see the screenshots of my testing below. I hope this helps.

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Please enable the Detect Duplicates Across Subsidiaries checkbox. This should give you the warning banner that the record may have duplicates.

In the Setup > Company > Company Management > Duplicate Detection (Administrator), what customer field did you set to detect customer duplicates?

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Hi User_A1Q76, You can add Date fields and set the Summary Types to Minimum and Maximum to get the first in and last out. Result: I hope this helps.

Hi @User_HPB3I, Joe can add Dave as the second assignee in Task 1, and once he changes the status from In Progress to Completed, Dave will also be notified using the saved search email. I consulted this internally and another option to do this is to create a script.

Hi @SWSearcy, Marking the record as Not A Dup leaves all records without any changes. To detect customer duplicates, please setup Duplicate Detection in Setup > Company > Company Management > Duplicate Detection (Administrator). For more details, please see Duplicate Detection Preferences | Answer Id: 102386. Per testing,…

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Hi @Liz Madrid, Navigate to Setup > Accounting > Accounting Lists > New > Term and set the term as Preferred. I hope this helps.

Per my testing, the saved search email was successfully sent after I changed the status from In Progress to Completed. Please see the setup below. Project Task record: Project Task Saved Search: I hope this helps.

Hi User_A1Q76, You can use the Login Audit Trail Search and add the Detail column to know the activity. See example below. The Logout Entries for the Login Audit Trail feature tracks successful logouts of your users. Every time the users explicitly log out of NetSuite, the Login Audit Trail creates a new entry with one of…

Hi @User_HPB3I, I suggest creating a Project Task Saved Search and indicating the fields from the task to trigger the email to be sent. Recipient field = next assignee Update fields = this could be the status of the task depending on your work flow. I hope this helps.

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To isolate the issue, if this has something to do with the workflow or sending outbound emails, please manually send an email to the next approver to check if they can receive emails from NetSuite. Then navigate to Setup > Company > Communication > Sent Email List to confirm the status of the message.

Can you please confirm if on the actual transaction record, there is no indication that the email was sent to the next approver?

Hi Paula, Thank you for checking on these. I sent you an email requesting for more information so that I can create a case for you.

Hi @User_V5KBL, Using the Administrator role, please navigate to Setup > Company > Communication > Sent Email List to view all outgoing emails from NetSuite. Locate the email and check the status. If the Compliance Verified column is set to No, follow the steps in #4 from SuiteAnswers Id: 67496 Troubleshoot Undelivered…

This will depend on how many seats your company has purchased. You can confirm it by going to Setup > Company > View Billing Information. Thank you.

You're welcome, @srussell. 😊

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Hi @srussell, This item record is a good example. Please see the setup below. My employee record's Location = California. Role A is set to none - no default. When I create an Item record, there is no default Location set in the field. However, the user can select a location in the dropdown menu. In my Role B, employee…

Thank you for testing, Paula. Can you please check if there is a workflow or script associated with the customer record? When sending emails to other entities like employees, contacts, partners, and vendors, are you experiencing the same issue? I would also like to confirm how many users and what roles are experiencing the…

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Hi @srussell, I would like to follow up on this thread. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter badge.