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

Hi @MatB, Can you please confirm if you're logged in as the administrator? If not, please log in or ask your administrator to enable this in your custom form.

Hi @User_7NK3Q I understand that you wanted to have these features be available on the Employee Center Role. It's important to note that timelines for enhancement requests can vary widely. Some may be relatively quick to implement, while others may take a considerable amount of time, especially if they require significant…

Hi @RS_RS, In your Dynamic Group, do you see the Global Subscription Status? In Setup > Company > Enable Features > CRM, are the following features enabled? Subscription Categories Marketing Automation

Hi @ksage, This is only possible if there is a common field that you use to filter the top 5 of the drill down results. See sample below. In this test, I used the Transaction Number greater than or equal to 50 to get the top 5. Alternatively, you can filter only the top 5 drill down results. I hope this helps.

Hi Sam, That is correct; employees with an employee center role can only view their purchase orders and those of their subordinates. To view other employees' Purchase Order is also logged under Enhancement #193387 Employee Center > allow users access to Purchase orders (requests) other than those that they have created. I…

Hi @Jake Pangan, @Tigran Shahnazaryan is correct. But if this happened on your Sandbox account and the Opportunity record is still existing in the Production account, I recommend having a Sandbox refresh. Or you can also create a new one. This is also logged under Enhancement Request #171367 Provide the ability to retain…

Hi @User_12, As per testing, this is currently the standard behavior for the StickNotes bundle. As a workaround, you can create a workflow using the Return User Error. Although the StickyNotes Toolbar is on the record, if the user tries to create one, it will not be saved. You can use this SuiteAnswer ID: 22003 Restrict…

Hi @MatB, Here are the steps to make sure that the Save & Email button works properly on your Purchase Order transaction record. 1. In the Vendor Record > Preferences, make sure the Send Transaction Via Email is enabled and the Email Preference field is set to PDF. 2. Expose the Send & Email field in your Custom Purchase…

Hi Preethi, I am glad the issue has been resolved. 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. You will also earn…

Hi @Vernita, I agree with @User_ZCWF3. You can check on SuiteAnswer ID 48843 Step 3 Create the Workflow and Set the Schedule. I hope this answers your question. Thank you.

Hi @LK, 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. You will also earn…

Hi @emcee_uk, 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. You will also…

Hi @Patrisja Nuguid-Oracle 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. You…

Welcome back, @@JohnCirocco! Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In the meantime, in case you know someone who is new to NetSuite, we encourage you to direct them…

Hi @Brent Cirinelli, Thank you for keeping this thread updated, and I am glad you were able to find the reason behind the recurring task. 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…

Thank you for posting this thread, @Hormese Paul. Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In the meantime, in case you know someone who is new to NetSuite, we…

Hi @User_HWW8S, 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. You will also…

Hi @emcee_uk, In your Customer Center Role > Permissions > Lists > Set the Customer Profile permission to have View Access Level. As for the Transaction Form, yes, you can hide the fields, and just make sure to set this form as the preferred form of your customer center role. I hope this helps.

Hi @Patrisja Nuguid-Oracle It appears that this thread may be a duplicate of another thread titled: Adding a menu to the center. Please be advised that we will be continuing the discussion on that thread, as it covers the same topic. Thank you.

Hi @Brent Cirinelli Please click on the View link beside the Task and send us screenshots of each of these tabs. Thank you.

Hi @User_12, On the role that you want to have read-only access to, have you tried setting the StickyNotes permissions to Access Level = None?

You have to customize a standard sales role and set the transactions to view access level. You can also remove other permissions that you do not want them to have access to. I hope this helps.

Hi @Patrisja Nuguid-Oracle Yes, as long as the Dashboard is already configured. Please see SuiteAnswers ID: 82842 Publish Center Tabs Dashboards as Center Links for the steps. 

Hi @LK, Do your editors have a different role assigned in NetSuite? Based on what you want these users to view, it sounds like you need a full user license.

Thank you for posting this thread, @emcee_uk. Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In the meantime, in case you know someone who is new to NetSuite, we encourage…

Hi @NSPK, This is a defect under Issues #737199 and 737242. I've sent you an email about this and will wait for your reply. Thank you.

Hi @Vernita, You can specify the sender's name and email address in the From field. Please follow the format when entering their name and email address. Sample: "Michelle" <michelle@email.com> If this From field from the saved search is blank, emails are sent from the search owner's email address, as defined in…

Thank you for posting this thread, @NSPK Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In the meantime, in case you know someone who is new to NetSuite, we encourage you to…

O tempo está acontecendo, pessoal!✨ Veja os detalhes abaixo para obter a resposta correta e sua explicação: Resposta Correta: B, C e D Explicação: Um Tipo de caso representa o tipo de problema do suporte que o seu cliente está reportando. Sabendo qual o tipo de problema um caso é sobre ajuda os funcionários do suporte a…

¡Se acabó el tiempo! ✨ La respuesta correcta y su explicación figuran a continuación: Respuesta correcta: B, C & D Explicación: Un tipo de caso representa el tipo de problema de soporte que informa su cliente. Saber de qué tipo de problema se trata un caso ayuda a los empleados de soporte a obtener información importante…