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

Hello @User_65SEF, I believe this is a duplicate of Lead Management. Let us continue to work on the existing thread. Thank you.

It seems that team selling feature is enabled. You can put 100% if there is only one Sales Rep assigned to this customer. Edit the customer record to update the contribution. See example below. Sales teams in NetSuite are groups of employees. Each employee in a sales team has a designated contribution percentage. A…

Hi @User_65SEF, You can use the Mass Update to change the Sales Rep. Navigate to Lists > Mass Update > Mass Updates Click on Sales Force Automation Click Change Sales Rep Assignment Title of Action: Enter Title Select from Change Sales Rep To drop-down field the Sales Rep/Team Filter: Select a filter to determine which…

Hi @Gabriel Jarillo Soto, In the Criteria, you may use the following formula. And in the Results tab, I used CASE WHEN You can update the transaction type based on the criteria needed. Thank you.

Hi @Gabriel Jarillo Soto You may use this formula below. Adjust the number of days if you want to see the result for a month. CASE WHEN TRUNC({usernotes.notedate},'Year') = TRUNC({today}-365,'Year') AND TRUNC({call.startdate},'Year') = TRUNC({today}-365,'Year') THEN 1 ELSE 0 END Thank you.

Hi @User_XQ321 Thank you very much for creating this thread! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Any members who has an insight on this, please feel free to reply to this thread.

You're welcome, @User_HHBWS.

Hi @srussell, I'm afraid that the ability to mass remove the child records of a customer is filed under enhancement #81999. Please vote for this enhancement at SuiteIdeas. I hope this answers your question.

Hi @User_HHBWS, Per checking, this feature is currently filed under enhancement requests. See the related enhancements below. 22183 - Give Vendor Center access to print their picking tickets, packing slips and invoices and fulfill orders. 455708 Vendor Center - Ability of the Vendors to Upload their Invoices Please visit…

Hi @User_UFOSV, Thank you very much for creating this thread! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Any members who has an insight on this, please feel free to reply to this thread.

The status says our QA engineers have completed their investigation. It would be best if we could file a case and attach it to the defect so that they are aware of your requirement for this feature. Also, you will be notified if the fix is available via case.

Hi @RachaelRahe, You only need 2 types of permission to allow a user to view the saved search and edit the sales order. However, there are other records that are linked to these permissions such as Reallocation. Sales Orders can also be visible when printing checks and forms. So users who have Sales Order permission can…

Hi @Vernita, It seems that this is related to Defect #336507 Case > Incoming Message Contains Inline Image Inserted to HTML Message > View the Message in NS: Image Is Not Displayed in the Form. Per checking, there is no workaround for us to view the message as an html with the image in the body. Thank you.

That's great! Thank you for keeping this thread updated, @Amjad Kasem! ?

Hi @Gabriel Jarillo Soto, This may require two different saved searches depending on the activities and transactions. You can filter the search based on the date created and group or count the activities and transaction types.

Hi @Gabriel Jarillo Soto 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. As for the new inquiry, I have created a new thread.

Hi @Amjad Kasem, You can customize the login page and display an error message when someone attempts to login with the wrong password or email, you can display an error on your hosted login page. This lets you maintain consistent company branding on the login page, instead of redirecting to a generic NetSuite error page.…

Hello @Gabriel Jarillo Soto, Try using Formula (Numeric) = CASE WHEN TRUNC({usernotes.notedate},'Year') = TRUNC({today},'Year') AND TRUNC({call.startdate},'Year') = TRUNC({today},'Year') THEN 1 ELSE 0 END. I hope this helps.

Hi Nathan, 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.

Thank you for this information. Per checking, this feature is currently logged under Enhancement request #218285. Please visit SuiteIdeas to vote for the enhancement. I hope this answers your question.

Hi @User_GONYI , Are you referring to this setting? This is located in your saved search > Email tab > Customize Message.

Hi Kedalene, To show the List Menu, navigate to Home > Set Preferences > Appearance tab > Centers & Dashboards section > Enable Use Classic Interface. I hope this helps.

You're welcome, @Dirk Nieuwkamp. 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.

Hi Nathan, 1. You can manual assign Sales Rep or utilize the Territory Reassignment. Please see Answer Id: 9784 - Reassigning Customers to Sales Territories You may use the following Criteria: Sales Rep is unassigned Status is Lead-Unqualified 2. You may create a Lead Saved Search for new lead records created and can setup…

Hi @markival Thank you very much for creating this thread! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Any members who has an insight on this, please feel free to reply to this thread.

Hi @StephenO Thank you very much for creating this thread! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Any members who has an insight on this, please feel free to reply to this thread.

Hi @JohanvL, Thank you very much for creating this thread! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Any members who has an insight on this, please feel free to reply to this thread.

Thank you for keeping this thread updated. I am glad that the issue is now resolved.

Thank you for checking, @Dirk Nieuwkamp. Per checking, the custom record restriction is only limited to Viewing and Editing and Editing Only. An Enhancement request is logged under #32908. As a workaround, you can create a script for users not to have access to create a record. You may use this SuiteAnswer Id: 19533 as a…

Hi @paula.courtemanche, I would like to confirm if using <#if employee.password?has_content> helped. 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…