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

Hi MJ, Please navigate to your SDF role, Permissions > Setup > Set Workflow access level to Full and click Save. Let me know how it goes. Thanks, Michelle Jabanes | Ask a Guru 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…

Hi @jb123, What are the Center types for both custom roles used and please confirm if they are using a different default invoice form? Try to toggle it to the standard invoice form to check if the custom role user can see the For Invoice Grouping and Grouped To fields. Thanks, Michelle Jabanes | Ask a Guru

You can then submit this as a new enhancement request at SuiteIdeas. Thanks, Michelle Jabanes | Ask a Guru 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, Do these users also have an Administrator role assigned to their account? Per testing, the Support Manager role should not have an access to the private search. However, when I added the Administrator role and directly access the saved search using its URL, I was able to edit and run the search. If in any case…

Hi Claudio, Allow me to share the enhancement requests I found that you might be interested to vote. However, if you would like it to be more specific I suggest to submit this as a new request at SuiteIdeas. Enhancement #161991 Saved Reports/ Scheduled Reports > Please add the ability to customize/ change/ edit the email…

Hi Colleen, That's okay and thank you for marking this as Answered. Regards, Michelle Jabanes | Ask a Guru

Hello @PPetrova, Attaching Statements to a Custom Email Template is possible through Workflow. Here are the documentations below to serve as your guide on how to setup the workflow. Answer Id: 40498 Attaching Statements to an Email Answer Id: 29180 Automatically Use a Custom Email Template When Sending Transaction Emails I…

Hi @User_LYA61, 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 Colleen, You can create a CRM fields for Product and Modules and apply it in a case form. Navigate to Setup > Customization > CRM Fields > New In the Label field, type the name of the field In the Type field, select List/Record In the List/Record field, select Product In the Applies To tab, mark the Case box In the…

Hi Claudio, I would like to confirm if you want to display the saved search result to this FROM field. Currently, the FROM field's format is “name” <email address>. If this field is blank, emails are sent from the search owner's email address, as defined in the Email field on their employee record. If this field is blank,…

Hi Paul, I'm afraid that populating the documents file path and uploaders information in a search is currently not available in NetSuite. There is an enhancement request filed under Enhancement # 229484 and no available workaround. Please feel free to add details when voting for the enhancement. I hope this helps. Thanks,…

This is only possible through Customer record. Contacts do not have an option where you can select Individual or Company type unlike the customer record. Thanks, Michelle Jabanes | Ask a Guru

Hi @JoshPNW, The First Name and Last Name are required when importing Contacts. I don't see a possible workaround on how we can import contact with email addresses only. Since there is no existing enhancement request, you can submit this as a new idea at SuiteIdeas. Any members who has an insight, please feel free to reply…

You need to login as the Administrator when performing the Mass Update or at least have a Full access level to Mass Updates, Perform Search and Customers' permissions. Thanks, Michelle Jabanes | Ask a Guru Kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the…

Hi @User_S8PAJ, Glad to have you back in the community! 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 @paula.courtemanche, Renaming the folder in File Cabinet is possible through script. You may work with your in-house developers who are knowledgeable with scripts. As for the ability to use the subsidiary ID as the placeholder for the folder pattern, there is related enhancement request logged under Enhancement #…

Hi @jmack_admin, Yes, you can only customize the template at Setup > Accounting > Customized Fulfillment email. Per SuiteAnswers: Sending Order Fulfillment Email | Answer Id: 9226, it is no longer possible to use the same email template for fulfilment emails for orders created from Transactions tab and web store. Allow me…

Hi David, When merging the customer record the address from the duplicate will be added to the master record. An existing enhancement request is available under Enhancement # 115743 Lists > Search > Mass Duplicate Record Merge > Allow user to select each field of a record individually as to which is to be kept as the…

Yes, that is correct. However, if you want to apply this on all of your Customer records, you can do mass update or set To Be Emailed box checked by default through the custom transaction form. Option I: Mass update the customer record to enable the Email checkbox. Navigate to your Mass Updates page Expand General Updates…

Hi Asher, What date would you like to include in the search? Thanks, Michelle Jabanes | Ask a Guru

Hi @Meherin, You need to narrow down your search before you can set the system to send email of the results. Edit your existing Transaction Saved Search and add the following fields in the Criteria. I hope this helps. Thanks, Michelle Jabanes | Ask a Guru Kindly click "Yes" on "Did this answer the question?" if you find…

Hi @User_LW3QM , You can enable preferences that set default transaction delivery methods. Navigate to Lists > Relationships > Customers Select Edit beside the customer record Click Preferences tab In Send Transactions Via > Select Email Click Save For reference, please see SuiteAnswers Id: 9644. I hope this helps. Thanks,…

Thank you for the information @iecpradeep_14007. I suggest to submit a Support Case. This will require a thorough investigation to determine the cause of the issue. Thanks, Michelle Jabanes | Ask a Guru

Hi Sarah, 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 @User_4GSQ1, If you are an existing customer with the NetSuite for Outlook bundle installed in your implementation of NetSuite, you can continue to use it but there won't be any issue fixes or updates. You may also check https://www.suiteapp.com/search?keywords=outlook for alternate SuiteApps available for Outlook…

Thank you for your suggestion, @John Griffin. I'm glad it worked. Thanks, Michelle Jabanes | Ask a Guru

Hello @Martha Hakes, Please review below steps to massively delete the new customer records. Navigate to Lists > Relationships > Customers Sort it by Internal ID so you can see the latest customer that was created in the system. Make sure you identify which customer record you want to be deleted. Click the Inactive column…

Hi @Patrick Zhao-Oracle, To access the NetSuite Account Center, click the Support tab and click the link to access the NetSuite Account Center. Thanks, Michelle Jabanes | Ask a Guru 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…

Hi @PaulFleetwood, An enhancement request has been filed under Enhancement #285627 Setup browser to remember passwords > Edit employee > save without making changes > New passwords don't match. Other alternate solution is available at SuiteAnswer Id: 12448. Thanks, Michelle Jabanes | Ask a Guru Kindly click "Yes" on "Did…

Hello @User_M8IWD, Per testing, I don't see a condition to undo a promotion if a certain item is added in the sales order. However, I checked this internally and confirmed that this is possible via script. You may work with your in-house developers who are knowledgeable with scripts. I hope this helps. Thanks, Michelle…