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

Hello @iecpradeep_14007 , Per checking, when you customize a Sales Activity Matrix, there is no option for us to group the date per month unless you run the report on a monthly basis. For us to achieve this kind of report, we need to create an Activity aved Search. For more details on how to create one, please see…

Hi Dale, 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. Thanks,

Hi Dale, Below are the steps on how to assign a role to an employee. Log in as the Administrator Go to Lists > Employees > Employees Click Edit next to the name of the employee you want to assign a role to Under Email | Phone | Address, enter an email address in the Email field if one has not been entered already Click…

Hi Duane, Welcome to NS Support Community and thank you for posting your concern here! For new members, we suggest that you visit the NetSuite Support Community - Frequently Asked Questions (FAQs) for more information regarding the community. We also encourage that you update your profile, add a profile picture and…

Hi Dale, Welcome to NS Support Community and thank you for posting your concern here! 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. Thanks,

Hi Lisa, I would like to follow up on this thread. Please let us know if you need further assistance. Thanks,

Hi @User_UZHF7, 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?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer.

Hi Colleen, I would like to know how the search result goes. Thanks,

Thank you for updating this thread, Alejandro. I am glad that you are able to make the search work on the dashboard.?

Hi Lisa, You can utilize the workflow to set a default vendor in the field when the user creates a vendor bill. If you need assistance in the Workflow that you created, please let us know so we may further assist you. Thank you. If you find the reply to your question as helpful, others with the same question might find it…

Hi @Brock.Lindo, 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?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. Thank you.

Hi Alejandro, I would like to confirm if the user can run the search alone and does not return any error and displays expected results. Is there any permission violation error when running the search manually? Were there any changes in the saved search? In the saved search > Audience tab, are there any specific roles,…

Hello, Per checking, the Defect 648276 should now be resolved. Thank you. If you find the reply to your question as helpful, others with the same question might find it helpful as well. By marking “Yes” on the “Did this answer your question”, you’ll be able to aid the community to find the solution much easier and faster…

Hi Gregg, The feature you are requesting is not available in NetSuite and currently logged under Enhancement # 282814 | Activities > Events: Event invitation contains ICS attachment which automatically creates event entry in customer's calendar. As an alternate solution, you can enter the event to customer's calendar…

Thank you, @jkkirkland_29535, for keeping this thread updated.

Hi @jkkirkland_29535 and @ndonelson, Can you please confirm if emails not sending from NetSuite? If so, please create a case or contact support and refer to this Defect #648276. Thank you.

Hello @jkkirkland_29535, There are other users reporting this issue and we're currently looking into it. I will comment on this thread for any updates. You may also want to call Support at 1.866.522.1508 for US & Canada region. Thank you. If you find the reply to your question as helpful, others with the same question…

Hi @User_0QULZ, I would like to confirm the following Are you using a NetSuite OneWorld account? Have you checked if there's any subsidiary set in the role, employee record and in the project record? Is the Customer permission added in the custom role? Have you tried adding the prefix Project: + the Project name in the…

Hi @Joshua N, Thank you for keeping this thread updated. ? Thanks, Michelle Jabanes | Ask a Guru

Hi @Brock.Lindo, Please follow the steps below on how to subscribe to Bundle Email Messages. 1. Navigate to Customization > SuiteBundler > Search & Install Bundles > List 2. On the Installed Bundles page, click on the hyperlink for the bundle name 3. On the Bundle Details page, navigate to the Messages tab 4. Click on the…

Hi Karan, You need to identfy which email template you are using to edit it. Navigate to Setup > Company > Email Preferences Transactions tab Default Email Template: Take note of the template name Navigate to Documents > Templates > Email Templates Click Edit beside the custom email template If this is the email template…

Hi Bridget, Is the Available as Sublist vew checkbox enabled in the search? Also, I am tagging my colleagues @Jack Daryl Espiel-Oracle and @Joahnna Given Uy-Oracle who may be able to help you check this. I would suggest that you will reply to this thread so we will be notified immediately. Thanks, Michelle Jabanes | Ask a…

Hi Bridget, Thank you for testing it out. I checked this internally with our Customization team and was advised that this is the behavior of the sublist. For us to filter the company name, we need to enable the Show in Filter Region checkbox and manually enter the company name. Expected result: I hope this answers your…

Hello @User_LYA61, Welcome to NS Support Community and thank you for posting your concern here! We encourage that you update your profile, add a profile picture and preferred username so other members can address you properly moving forward. You can also visit Community Tip: Updating Your Profile! Regarding the concern,…

That's great! I am glad it worked. ? Thanks, Michelle Jabanes | Ask a Guru

Thank you @Tafara and @Meherin for checking. I noticed that you have added LGIL Lisa Gilson in one of the attendees and based on the employee record she is only using Lisa Gilson. Can you please confirm if these are two different records? Try searching Lisa Gilson only in the list of the attendees. I hope it works. Thanks,…

Hi Meherin, I would like to know how he event was created. Please check the following; 1. Navigate to the event record and make sure that the user's name in the Event record > Attendees tab is present 2. Set the Event Access field to Public 3. Navigate to the user's custom role > Permissions tab > Lists subtab > Events…

Hi @Carlos Razo, 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. Thanks, Michelle Jabanes | Ask a Guru

Hi @Meherin, Please confirm th following: 1. On the affected user, navigate to Calendar > Show Events checkbox is it enabled? 2. In the user's Employee record > Access subtab > Global Permission sublist, do you see Events permission in the list? 3. Also, have the user clear his/her browsing history and use a different…

Thank you for the screenshots, Bridget. Based on the screenshots, the SUBTAB Comms tab for Transaction Activities search is an Activity saved search. If you want to filter the Company Name field, I would suggest to add in under Criteria tab. Try to update the search and let me know how it goes. Thanks, Michelle…