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

Hi @User_HCU4O, Could you please confirm if the Sales Force Automation feature is enabled by navigating to Setup > Company > Enable Features?

Hi @JBL, The tag ${preferences.MESSAGE_SIGNATURE} works for me. Could you share the steps you followed when testing it? Here's a discussion related to signatures that you might find helpful. Add signature to Advanced PDF template How to include signature in outbound case messages? Thank you.

Hi @polivo33, I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and you'll…

Hi @gbradley, I'm considering using a workflow to accomplish this. However, it's currently logged under enhancement 186715 Workflow > Workflow State > New Action > Create Record > Make User Notes available. I recommend visiting SuiteIdeas to vote for this enhancement request. Be sure to add your note—it's important to be…

Hi @polivo33, Thank you for confirming. Does the user try to forget her/his password? Resetting a user's password using the User Access Reset tool applies only to those logging in through the standard NetSuite UI (not using SAML/SSO). You should remove the SAML/SSO first on the role so the user can login via the standard…

Hi @polivo33, The Internal ID (-5) is assigned to the default (initial) Administrator of the user’s NetSuite account. Could you please confirm the following: Are you the administrator for both the production and sandbox accounts? Have you attempted to reset the user's password using the password reset tool? Are you using…

Hi @polivo33, It appears that you and the user have different roles assigned in each NetSuite account. You need an administrator role on the account that the user has access to. Please navigate to your profile and review all your roles to confirm the NetSuite accounts you have access to. You may need to ask the user or…

Hi @Vismay Barot, I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and…

Hi @Vismay Barot, I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and…

Hi @Vismay Barot, Please note that your quotas are set monthly. You are running a report that does not cover a full month. There is a related enhancement request for the ability to enter a weekly quota, which is listed under Enhancement #257442.

Hi @Vismay Barot, As per SuiteAnswers ID: 9701 Setting Up Sales Forecasting, NetSuite calculates your sales forecast as the sum of the following: Opportunities with no estimates attached or with estimates that are not set to be included in the forecast Estimates/Quotes set to be included in the forecast that have not been…

Hi @Richard Appleford OB, I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more…

Thank you for sharing this formula, @JohanvL! 😊

Hi @Bui Van Viet, I'd like to follow up on this thread. Please let us know if you need further assistance. If you do, kindly respond to the email I sent yesterday.

Hello @User_I4Z2V, The feature you are requesting is related to Enhancement #68693 Reports Results > Allow Custom Formatting (Column Widths, Font Type/Size on Columns/Report Header). Make sure to include your notes and specify the feature you are requesting at SuiteIdeas.

Hi @Richard Appleford OB, Thanks for the update. You need to create a field in the Opportunity record that links to your Custom Funding record. This Custom Opportunity field will allow you to include it in your Saved Search. See my sample test below. 1. Create Custom Record: Funding Record 2.Create Custom List Field:…

Hi @Bui Van Viet, Thank you for the screenshots provided. We are actively working on this issue, which is logged as defect #776901 Online Case Form > External Tab > Publishable URL > Submit > Items you have requested in the record have been deleted since you retrieved the form. For other members experiencing this error,…

Hi @User_FQ0VR , I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and…

Hi @Bui Van Viet, We would like to know the following: Are there any transactions included when you submit the form? Which specific field is causing the issue? Are you using a workflow on this record? If so, have you tried disabling it to isolate the problem?

Hi @Vismay Barot, As per checking, there isn't a separate search that directly pulls the numbers for estimates, unbilled orders, and actuals from the sales rep forecast record. It's not possible to combine these types of transactions into a single search due to their differing criteria. However, I agree with @Tigran…

Hi @Rebecca Carter Try using this formula Formula (Numeric): TO_DATE({today}) - TO_DATE({trandate}) Note: this formula displays the whole number of days rounded up (for example: the difference of 2.62 is rounded up to 3 days). I hope this helps.

Thank you for keeping this thread updated.

Thank you for your insights, @GauravAgrawal. Hi @User_FQ0VR , You mentioned clearing the browser's cache. Did the user close all browser windows before logging back in? Please try reassigning the roles: Unassign the role and save the entity record. Edit the entity record again, reassign the role, and save. I hope this…

Hi @SWSearcy, Thank you for sharing the steps. I was able to send a mail merge because I previously had the Marketing Automation feature enabled, and the employees in my group had Soft Opt-In status prior to disabling the feature. You can send emails to employees who have set their Global Subscription Status to Soft…

Hi @Kedalene, You should log in to NetSuite MyLearn using your Oracle Account username and password. For reference, please watch this video on how to log in. I hope this helps.

Hi @SWSearcy Could you please share how you sent your mail merge and checked your test? I tested it and I was able to send the mail merge successfully, even with the Marketing Automation feature and Opt-Out are disabled. The screenshot below is from the employee record.

Hi @SWSearcy The Global Subscription Status field is not available when the marketing automation feature is disabled. Enable the Marketing Automation feature: 1. Navigate to Setup > Company > Enable Features 2. Click CRM 3. Enable Checkmark : Marketing Automation 4. Click I Agree 5. Click Save If this feature is enabled,…

Hello @User_I4Z2V, I'd like to follow up on this thread. If you need further assistance, please feel free to ask. If your question has been resolved, kindly click 'Yes' on 'Did this answer the question?' for the reply that was most helpful. This helps others with similar questions find the correct answer more easily, and…

Hi @SWSearcy It is the Global Subscription Status field under Employee Record > Marketing tab > Subscriptions subtab. If the feature is already enabled, make sure the field is not hidden in your default employee form. I hope this helps.

Hello @User_I4Z2V, Remove the equal sign (=) in your formula. I hope this helps. Thank you.