Robert Nedelkow-Oracle · Oracle NetSuite Community Manager · Admin

Installing the Enhanced Sales Center SuiteApp does not impact your existing roles and forms. Note: You need to update your account to the enhanced forms to take advantage of the Enhanced Sales Center field groups, subtabs, and sublists. Thanks,

You could use Auto-Generated Numbers to accomplish this. The Auto-Generated Numbers page is where you choose to automatically number certain records in the order they are created. You can also add prefixes and suffixes to certain relationship records and transactions. See the Help topic 'Setting Up Auto-Generated Numbers'…

Mike, we are also a software company and we JUSt started building out solutions for the very reasons you are. I'm concerned about what you are finding. I hear suiteanswers is a third party tool. Have you gotten any advice on this? RightNow Technologies provides the SuiteAnswers KB for NetSuite. If you are interested in…

You can check the SuiteApp.com page for similar apps. http://www.netsuite.com/portal/suiteapp/main.shtml Thanks,

The ability to create a case audit trail is being tracked via Enhancement Request 48682. Thanks,

The field may have been set to not display on the form that you are using. The Administrator could customize the form, confirm the field(s) is available on the form and is set to show. Thanks,

The vast majority of our customers are companies. We use the convert button for those occasions when a lead is created as an individual. As soon as the sales rep contacts the lead then the record should be converted so that the person is a contact and the company is the prospect record. This is a very useful feature if it…

You can use a mass update to replace a Sales Team Member –This update replaces an existing sales team member with another employee. The employee is given the same contribution percentage, sales role and primary/non-primary status as the member who is being replaced. When you perform this update, first select the sales team…

This is not possible yet but we are tracking this request in Enhancement 173796 - Setup > Printing, Fax & Email Preferences > the ability to have the option to “Request a delivery receipt for this message” when sending out an email to customer through customer record or transaction (like in Outlook - delivery options)…

You can add the Internal ID to your search results by enabling the option at: Home > Set Preferences > General tab > Show Internal IDs = T. Thanks, Rob

Hi Ken, Try the Auto-Generated Numbers under Setup > Company > CRM tab. Check the the Allow Override box to be able to enter your own name or number on campaign records. Thanks, Rob

You may be hiding the General tab if this is a custom case form. Click the Customize button to confirm that the General subtab is checked to 'Show'. Thanks, Rob

John, The main line of the transaction is the body section of the transaction as opposed to the items or lines in the transaction. If main line = F, the search will list all results based on the line items at the columns level. So if there are 12 line items, there'd be 12 lines on the search results, which may be redundant…

Hi John, On a standard opportunity search, selecting 'Contact Fields...' and adding the Contact : Name under the Results tab should show each contact associated with every opportunity. You should contact Support if this does not work for you. Thanks, Rob

Hi Julie, A couple of NetSuite partners that integrate call center technologies can be found on our SuiteApp Solutions page: https://forms.netsuite.com/app/site/hosting/scriptlet.nl?script=234&deploy=1&compid=NLCORP&h=43afc0604d4ca9cec1b2&custpage_search=call center Thanks, Rob

Hi Steve, To enable email alerts for a saved search, enable the Send Email Alerts When Records are Created/Updated option on a saved search page’s Email subtab. If this option is not available, it means alerts are not available for this type of saved search. For more information about saved search alerts and scheduled…

If using the standard customer form, the sales rep field should be displayed under the Sales tab. If you're using a custom form, check whether the field is set to Show by clicking the Customize button on the form > Fields tab > Sales subtab. This changes slightly when you have the Team Selling feature enabled: go to the…

Hi mynameisnathan, You can change the default case status under: Setup > Support > Support Preferences. Set the Status for New Cases to 'Not Started' and Save. Thanks, Rob

The SuiteApp page includes similar third-party solutions for NetSuite. Try searching by industry, business need or keyword. http://www.netsuite.com/portal/suiteapp/main.shtml Thanks,

If your company is using an Exchange Server for their support email address set at Setup > Support > Support Preference > Main Support Email Address, the Administrator of the company could: 1. Create a filter to block a specific keyword on the subject or body of the email or 2. Block the email address that sends the email.…

The Unsubscribed to Marketing By Default option is located under: Setup > Marketing > Marketing Preferences. Clear this box if you want new records to have their global subscription status set to Soft Opt-In or Subscribed. Thanks, Rob

The employee center does not have a built-in global search bar. We are tracking this in an Enhancement Request : 48188 > Employee Center > would like the global search box in the upper right hand corner.

The Quick Search portlet has similar functionality, i.e. enter keywords to match to the name or ID of the record you want to find. SuiteAnswer 8406 includes steps to customize your preferences and search results.

Try re-saving the shortcuts by clicking the Star > Set Up Shortcuts > Enable the required shortcuts > Save. I would report this to Support if they still do not appear on the dashboard.

A couple of ideas in this post - https://usergroup.netsuite.com/users/forum/product-areas/accounting-transactions/12649-netsuite-announcement-on-home-page?t=12213. There's also Enhancement 143672: Sample Portlet Scripts > How to add an Announcement on the Home Page. You can vote for it in SuiteIdeas or submit a case for…

The alternate solution would be to create a new center tab and add up to 10 more KPI's.

Are you using a published dashboard? Maybe try clearing cache.

I haven't experienced this in Chrome Version 38.0.2125.104 m or Internet Explorer 10. What browser and version are you using?

It looks like the purchase requests to approve reminder requires the Approval Routing Feature to be enabled. Try Setup > Company > Enable Features > Employees tab.

In addition to enabling the feature, if you are using a custom role, you should have the Purchase Order permission set to Full. If you have already done this and the portlet still isn't visible, please contact Support to investigate this further.