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Hi @kathryn123 Please confirm the following. Are you using a group email address for your static employee group? In Setup > Support > Support Preferences > Notification tab, check if it is properly setup. In Setup > Company > Sent Email List and check if the email is in the list. Thank you.
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You're welcome, Colleen. I suggest removing the duplicate LSA mass update record and leave one of each LSA type (Contact, Customer & Opportunity). Thank you.
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Hi @User_RLW8F, Please check if there is a workflow created when sending an email to a customer when Item Fulfillment reaches Shipped status. Navigate to Customization > Workflow > Workflows. Filter the Record Type = Transaction and look for anything related to Item Fulfillment. Review the Email Template used in the…
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Hi @CDuf , Yes, the Last Sales Activity field should automatically update when the assigned Sales Rep creates and sends an email. To check if the Last Sales Activity mass updates runs, navigate to Lists > Mass Update > Saved Mass Updates. Select the related Last Sales Activity mass update and go to Schedule tab. I hope…
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Hi @Matan Shachaf The Employee field is not editable in the Employee Center because it is by design setup per Employee or user only. The Employee field can only be edited when Purchase Orders are created by Roles with higher level of Permission for Purchase Orders like the Administrator, A/P Clerk, etc. I hope you may find…
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Thank you for updating this thread, @Amjad Kasem.☺️
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Hello @User_R8KYJ , Select Customize Form to hide the buttons. Navigate to Actions tab and uncheck the Actions you need to hide/disable in the form and click Save. I hope this helps.
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Hi @SergiG 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.
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Hi @John Robertson Sr. 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.
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Hi @User_PXFDG It seems that you are using a script when setting both contact and customer records to inactive. You can do the same thing in script when activating the records.
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Hi @User_Y9BMT 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.
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Hi @User_PXFDG 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.
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Hi @ZS_Chad, The SuiteAnswers you provided is only applicable because you are sourcing it from a field text. We need a field that can compute your new date, from which the email template will be pulled. For now, creating a custom field is the only way to compute the date + the number of days. Per checking, there is no…
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Hi @T.Watz This is logged as an enhancement request under #686039 - Custom Role > Ability to View Employee Records Regardless of Subsidiary Restrictions (Allow Cross-Subsidiary Record Viewing is Disabled). As per checking, there is no available workaround. I hope you spare some time to vote for the enhancement at…
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Hi @User_J2TXN 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?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter…
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Hi @Amjad Kasem, 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?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter…
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Hi @ZS_Chad, You need to create a custom field for the date and use the formula to add 7 days. Use this custom field as a source in your email template. For reference, please see SuiteAnswers Id: 68292. I hope this helps.
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Hi @Betsy Vance 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.
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Hi @Janis001 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.
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Hi @User_T8134 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.
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Hi @User_J2TXN , It seems this thread is duplicate of How to have company email address as FROM for Customers and vendors?. Please note, we will communicate on that thread as it has the same topic of discussion.
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This will work only if there is only one location specified in the Location field on both of your Customer and Employee Records and the custom role has a restriction of Segment:Location. However, in your case, there are two locations that you need to set, and setting multiple locations in a restriction is not yet available…
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Yes, you have an option not to show the button in the form and still have the edit functionality of the transaction record.
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Hi @User_J2TXN In Setup > Company > Email Preferences > Transaction tab > From Address for Emailed Forms > Select Company Return Email Address. When you select the Company Return Email Address – Email is sent from the address you enter in the Return Email Address field at Setup > Company Information. Related discussion &…
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Thank you, @GauravAgrawal! Hi @Amjad Kasem, The solution provided by Gaurav is correct. Customize the Standard User Access Email template and set it the Email Preferences after. For reference, please see SuiteAnswers Id: 8918 and 8903. I hope this helps.
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Hi @User_CS3KK, 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?". This will aid others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter…
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Hi @User_L4GZD, I would like to follow up on this thread. Please let us know if you need further assistance.
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Hi @User_XQOAP 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.
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Hi @Betsy Vance, When you edit your custom transaction form, navigate to the Roles subtab and select the role to make it the preferred form and save.
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Hi @Benjamin Paul - USA, This feature is currently logged as an enhancement request under #83205 Manage Roles > Ability to define specific/multiple Department/Class/Location under Restrictions tab. Please visit SuiteIdeas to vote for the enhancement. I hope this answers your question. Thank you.