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

Hi @coffeeguy, Yes, searches and tab needs to be available to your selected audiences. This workaround is for the employees to have a consistent access to your saved searches and not for dashboard layout. Below is the sample Center link created in the Employee Center role. Please do not forget to vote for the Enhancement…

Hi Colleen, When I tested this, my Customer Contact Email Address updated successfully without assigning new password and the existing messages still exist. Let me know if you have questions. ? Thanks, Michelle Jabanes | Ask a Guru

Hi @DanDeHaven, Please remove the "amp" from the &custrecord_his_svcs_survey_proj_type=${project.jobtype}. Let me know how it goes. Thanks, Michelle Jabanes | Ask a Guru

You might want to check these tabs from the searches to check the recipients. I hope this helps. Thanks, Michelle Jabanes | Ask a Guru

Hi Colleen, When do you usually get an email with this subject "IMPORTANT - Account Statements"? I wonder if there is a search associated to this that sends out an email using the the email address: noreply@symmetry.com. Thanks, Michelle Jabanes | Ask a Guru

Hi Marc, This feature is currently logged as an enhancement request and there's no available workaround to edit the name of the attachment. Please visit SuiteIdeas and vote for Enhancement #155770 | Reports > Saved Searches > All Saved Searches; To be able to specify the file name of the results attached to the email. I…

Hi Colleen, I would suggest to open a Support Case and have the Support investigate if this is somehow related to the closed defect #604144. Regards, Michelle Jabanes | Ask a Guru

Since the Employee Center is not available when Publishing a Dashboard creating a Custom Center Link for the saved search/es that employees should have access to may be used as a workaround. Please see below steps. A. Go to Lists > Search > Saved Searches Edit the Saved search Under Audience tab > Roles Type & select…

Good day @coffeeguy! Employee Center Publish Dashboard permission will only show up on the Global Permissions tab of the Employee record if the account has a SuitePeople HR Module provisioned. This is currently logged in our system as an Enhancement #537835 Setup > Company > Enable Features > Employees > Make Employee…

Here are the steps on how I upload the TTF file in the File Cabinet. Navigate to Documents > Files > File Cabinet Click on the New Folder button. Add a Folder Name and Save. Go inside the new folder you created and click Add File. Do the same for the other TTF files then click on Edit. Make sure that the Available Without…

We can get the Sales Rep quotas vs Actual, but if the Quota is saved with Item, it will not come out in the report. I tried to search for reports that will give you what you need and if we can make use of saved searches, but it's also not possible. However, I saw the Enhancement # 44266 and I think this is the closest to…

Hi @Hormese Paul , The Document templates use the rich text editor unlike the PDF/HTML template. You need to create an html file and upload it to the Email template to use the external fonts. Please see the steps below. 1.Upload the font in the File Cabinet. 2.Create an HTML file 3.Navigate to Email Templates > Select New…

Thank you, Colleen. Will wait for your update. Regards, Michelle Jabanes | Ask a Guru

Hi Colleen, When was the last time you updated your password? Was it already over 90 days? Whenever you are accessing Netsuite Account Center, it is a standard behavior that the system will prompt you to update your password since we are accessing the Oracle side network. But if you recently changed your password, try to…

Hi Paula, Setting the Column default to Total is logged under Enhancement # 142034. Please submit your vote at SuiteIdeas. Let me know if you have questions. Thanks, Michelle Jabanes | Ask a Guru

Good day, Maurice! The Employee Center is not available when Publishing a Dashboard. Please see the Enhancement and the workaround in Employee Center Publish Dashboard. 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…

Here's what I did, let me know if this what you're looking for. Report Output: However, if you want to expose the Commissionable Item, I'm afraid that is not possible. However, this is logged under Enhancement # 560662 SuiteScript > Expose Commissionable Item. Let me know if you have questions. Thanks, Michelle…

Good day, Paula! Let me check on this and get back to you shortly. Thanks, Michelle Jabanes | Ask a Guru

Hi @David Levinson, This is how my Quota and reports look like even if the Commissionable Item Search is in the field. Please take note on the report run date. Report 1 is from January 1, 2020 to October 31, 2020 Report 2 is from January 1, 2020 to December 31, 2020 I would like to know more how you run the report and what…

Good day, Elias! Allow us to check on our Guru who specializes in this area and we will get back to you the soonest time possible for any updates. Hi @Pauline Joy Cac-Oracle, we need your expertise on this query. ? Thanks, Michelle Jabanes | Ask a Guru

Good day, @David Levinson! Let me check on this and get back to you shortly. Thanks, Michelle Jabanes | Ask a Guru

Good day, @NabarunPS@nag_m! Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible for any updates. @Pauline Joy Cac-Oracle @Jack Daryl Espiel-Oracle , we need your expertise on this. ? Thanks, Michelle Jabanes | Ask a Guru

Hi Lisa (@OracleUser_FZNHI), What type of saved search is this? Have you checked any restrictions in the record, saved search or in the user role? Navigate to the user's role and enable Allow Viewing if the Employee Restrictions is not set to none - no default. Also try to use a different browser and delete browsing…

Thank you for checking, @David Levinson. Per testing, the Documents tab will appear regardless of the Access Level set once you've added the Documents and Files permission. For now, there is no option for us to hide this tab unless we remove the permission. However, there is an existing enhancement request related to your…

Hi Lily! Let me tag my colleagues @Jack Daryl Espiel-Oracle and @Pauline Joy Cac-Oracle to check on this. Thanks, @Michelle Jabanes-Oracle

Thank you for this question, @nic_reg_01. Kindly allow us some time to review this on our end. We will get back to you the soonest time possible for any valuable updates or if we need additional information. @Camille Cagalingan-Oracle, we need your expertise on this. ? Regards, @Michelle Jabanes-Oracle

Hello @Jason Feltham, Apologies if it took me some time to update this thread. Below are the tests I've done so far and I have not been able to populate the ${customer.companyName} field. 1. Tried ${companyName} and {companyName} 2. Changed the Contact Saved Search from Private to Public 3. Changed the Customer Type from…

You're welcome, Meherin. ?

Yes, it is not mandatory, however, we recommend the best practices and tips for optimizing your email delivery. Thank you. @Michelle Jabanes-Oracle

Good day, @Meherin! Thank you for posting this question. Yes, I would suggest to observe and wait until tomorrow. NetSuite tracks any address that hard bounced from any email sent from NetSuite including marketing campaigns, mail merge, and transactional email. When a message sent to an email address results in a hard…