Michelle Jabanes-Oracle · Oracle NetSuite Community Admin · Admin

Tip #2: Saved Search formula to display open estimates/quotes aged 365 days from the entry date. Search Type = Transaction Saved Search Criteria tab Filter: Type = Estimate/Quote Mail Line is true Filter Estimate Status Results tab # of Days Open Formula (Numeric) = ROUND({today} - {datecreated},0) Estimates Open within…

Tip #1: Prerequisites for using the Knowledge Base and Topics feature in CRM. You must have the Customer Relationship Management feature enabled before you use Knowledge Base. Navigate to Setup > Company > Enable Features > CRM subtab > Customer Relationship Management. Enable Knowledge Base in Setup > Company > Enable…

Hi @CDuf, Thank you for posting this question. Since this involves a customer saved search, I have initiated a separate discussion for this matter as it falls outside my support scope. Thank you. 😊

Hi @Buckeye1497, Currently, we don't have one for Ohio. However, if it's something you're interested in pursuing, I suggest emailing the team who handles user groups at nsgbu-nsusergroups_ww@oracle.com. Reference, Oracle NetSuite Regional User Groups.

Hi @Jer-el Martinez, I suggest posting this in the NetSuite Campus Stores Group, where members with the same product can provide you with insights on these types of concerns. Thank you.

Hi @User_N360O, 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 @Vajrala Madhu Reddy, Only an administrator is allowed to edit an administrator record such as Employee record. The feature you are requesting is not available within NetSuite, and there is a related Enhancement request logged under #127274. Please visit SuiteIdeas and add your notes regarding the feature you are…

Hi @Britt DeLoreto, That is correct. The ability to merge duplicate email address from different group when sending campaigns is logged under enhancement #153049. I suggest to vote for this enhancement at SuiteIdeas.

Hi @User_N360O, You might have exceeded the full access license count. Please WATCH: Check the User License Count to confirm. Once confirmed that the count has been exceeded, you have two options to grant a user access: Option 1: Remove excess access from the list of current users Option 2: Buy additional licenses by…

We are glad to help, @User_Z8QTG. Thank you for updating this thread.

Hi @User_YGW57, 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 @Scott Shepherd, 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 @User_Z8QTG, 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 @Vajrala Madhu Reddy, 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…

Hi @User_2LD8N, Free gift promotions are limited to only one free gift item per promotion. The ability to limit on how many times the discount can be repeated is logged under enhancement #469666. Visit SuiteIdeas and vote for the enhancement. Please do not forget to add your comment and notes on how you would like to…

Hi @Vajrala Madhu Reddy, It is not really a required bundle, but there is a feature like Core Administration Permissions and Bundle ID 396121: Custom Administrator Role. I hope this answers your question. Thank you.

Hi @Scott Shepherd, Please see the article New to NetSuite | How to identify the email template used in a transaction email? on how to identify which transaction email template is used. If it is set to the default email template, please see Setup > Company > Email Preferences Transactions tab > Default Email Template field…

Hi @dle_35705, The feature you are looking for is logged as an enhancement request under #229645 Setup > Company > Auto-Generated Numbers > Have Auto-Generated numbers for contacts. Please visit SuiteIdeas to vote for the enhancement.

Thanks @John Griffin and @K Mukesh! @User_Z8QTG, In addition, please make sure to remove the assigned role. See NetSuite Admin Tip | Best practice to inactivate a resigned employee. Hope it helps.

Hi @User_YGW57, This may occur when the single-record results are not empty and the formula in the single-record results includes a parameter that is already a field in the Results tab. Please follow the steps below for the solution. Open the Saved Search in question Click Edit this Search Click Email Click Customize…

Thanks for keeping us updated, @Dani Nacpil.

I'm glad the user can run the search. Thank you for sharing the solution, @Jessie P. ☺️

Hi @User_3AAMC, 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 @Monirul Islam, 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 @User_EPWHS, Just checking if you were able to see previous comment. We'd appreciate if you can tell us if you need further assistance for us to be able to check on this further. Thank you.

Hi @Monirul Islam, This is similar to this thread. Please see the suggested solution here. Thank you.

Hi @Jessie P, If the subsidiary is selected, the user should be able to access it. I noticed that you set the location as the criteria. Is the user part of that location? Can the user run and view the actual saved search?

Hi @User_3AAMC, Yes, this is possible. You can use the Return User Action and use the custom field as your condition. For reference, see SuiteAnswers ID: 11518 Return User Error Action To set proper expectations, please be informed that the scope of our support here in the NetSuite Support Community does not include…

Hi @User_EPWHS, Have you tried customizing the report using the steps in SuiteAnswers 29475? I hope this helps.

Hi NSC members, if you have any insights about the search formula, please feel free to comment below. Thank you.