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

Hi @SWSearcy Navigate to your Preferred Customer form > Fields tab > Main subtab Un-check the Quick Add check box for Name/ID field Mark the Quick Add checkbox for Name field Click Save When you create new lead/prospect/customer records, you should see the following fields. For reference, please see SuiteAnswers ID: 41330.…

Hi @Vernita You can find it in Commerce > Hosting > Domains > select Email Campaign.

Hello Paul L. Walker, The Attachment field is not available in the Sent Email List Search Results. I looked for a workaround, and this is the only search that can pull out outbound messages from a saved search. There's also no existing enhancement request related to this concern and I would suggest submitting one at…

Hi @Vernita, Oracle NetSuite does not support the use of NetSuite IP addresses to access or manage access to any NetSuite services. Aside from setting up DKIM, did you also set up DMARC and SPF? I suggest to follow the best practices listed in the SuiteAnswers ID 9429 to help you setup these two. Thank you.

There's no information needed from the old app. The user only need to clear the settings (the setup information) of his/her old phone from NetSuite. Please refer to this SuiteAnswers article: 88726: If You Lost or Replaced the Phone You Use for 2FA. Thank you.

Thank you for checking, @vti. Please confirm the following: How many roles does this user have? Are all of the roles experiencing the same issue? Can the user manually navigate to the Mail Merge Folder and access the invoice file? Try deleting the browser's history and cache. I hope this helps.

Hi @Amjad Kasem Thank you for sending the screenshot. When creating this online form, what did you select? Is it the Default or Custom HTML template? Does removing the subsidiary's mandatory field let you save the form? Navigate to your Lead Generation form template and add the <NLSUBSIDIARY> tag in the form and save. This…

We understand, but setting up the 2FA preferences in NetSuite again and installing and configuring an authentication app on the new phone should not take long. Also, users can reach out to your administrator for help. An Administrator can use the User Access Reset Tool to help the users log in to NetSuite. I hope this…

Hello @User_NG5TG, 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…

Hi @Amjad Kasem How did it go? Does clearing your browser's history help?

Hi @Carissa, Did you receive any feedback from your team regarding this concern?

Thank you for providing us the screenshots, @vti! Please follow the steps below to confirm if the file is restricted. 1. Create a Document Saved Search and filter it using the File Name (Lists > Search > Saved Searches > New > Document) Example: 2. Confirm the Folder Name 3. Click View 4. Check the Restrictions Thank you.

Hello Dwight Schrute, If you're done resetting your Preferences for Two-Factor Authentication (2FA), then you should be good. The next time you log into a 2FA-required role, you will be prompted to set up your 2A preferences in NetSuite. You should use an authenticator app to generate the verification codes necessary…

Hi @Kedalene, Navigate to the Employee record > Access tab and add the following permissions. For reference, you can watch the Manage Authorized Contacts in NetSuite Account Center video. I hope this helps.

It is because the Customer, Company Name or Name/ID are joined fields (Example: Customer Fields...). I hope this answers your question.

Hello @User_NG5TG, You need a custom field to hold the starting point date in your opportunity record and use it in a formula to get the difference between the new value of your opportunity status. Your workflow requires implementation of a complex custom solution. To set proper expectations, please be informed that the…

I looked for a workaround and found none. Also, during my testing, I was unable to create a search that would return the changes made from a preference. 

Hello @Amjad Kasem, Try to clear your browser's history and try it again. If you encounter the same error, navigate to Set Up Workflow tab and send me a screenshot of the entire page. (Please hide any confidential information before posting the screenshot.)

Hi @Joe CW, It seems that the promo code is already associated with a transaction, which is why you can no longer delete it. The ability to delete promotion codes with child records is filed under Enhancement #230244. I would suggest creating a new promo code that is similar to the old one, and please do not forget to vote…

Hello @User_C6XDE, The ability to include the item details in the email template is filed under enhancement # 114679. Please visit SuiteIdeas to vote and don't forget to add notes in the enhancement request.

Hello User_CNLH5, Recurrence is not included in the Event CSV Import. There is an enhancement filed under # 271511 CSV Import > Activities > Requesting the ability to import recurring Events. I checked for an available workaround and found none. I suggest that you visit SuiteIdeas and vote for this enhancement request. I…

Hello @Amjad Kasem, Navigate to Set Up Workflow tab and select the Default Subsidiary. I hope this helps.

Please send us screenshots of your accountant's role permissions and restrictions for us to further investigate. Thank you.

Hi @Carissa, Have you identified what email template is being used? What is the amount's source field? 

Hi @Dwight Schrute, I don't think this is possible, as this is a preference. I tried looking for an existing enhancement, but the one I found refers to the Accounting Preference (Enhancement #193494: Setup > Company > System Alerts: Generate alerts to Administrator(s) when a user with a custom role changes a setup…

Hi @Carissa, 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 @katherine_15328, 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…

Hi @Carissa, The features you use and the preferences you set determine how NetSuite generates this email message. If you do not use the Web Store feature, read Sending Order Fulfillment Email to learn more. If you are only concerned with customizing email for Web store orders, read Templates for Website Email Messages. I…

Hi @vti, Look for this invoice file in your File Cabinet and check if the folder for this file is restricted. Make sure that the user/role is not restricted.

You do the same and thanks for keeping this thread updated, @LisaNC! 😊