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

How did you set up Jeff's team quota? Can you confirm if Jeff has an individual quota? Please run the Forecast vs. Quota report and send us the output.

Thank you for posting this thread, @dylanvv. Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In the meantime, in case you know someone who is new to NetSuite, we encourage you…

Thank you for posting this thread, @Jeff Perotti. You can check out the SuiteApps that are listed at https://www.suiteapp.com/. Procurify for NetSuite Brex Expense Management for NetSuite Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to…

Hi @emcee_uk, Adding cc and bcc recipients in the Bulk Merge is logged under Enhancement #512959. Please visit SuiteIdeas to vote on this enhancement request.

Hi @User_5OUXV, Based on my testing, you can achieve this using a Customer Saved Search. Here are the fields I added in the Results tab. The expected result would be that any entity that has an old value of Prospect or has a new value of Customer is from Prospect; otherwise, it will show the stage value. I hope this helps.

Hi @kees.netsuiteadmin, I'm glad it worked! 😊

Hi @RickG_1136, Yes, that is correct. NetSuite's email delivery process appears to be successful in the sense that it was able to send the email from its end without encountering any technical errors. If you want to know more about bounced emails, see SuiteAnswers articles below. 20696 Hard Bounce Versus Soft Bounce 9394…

You're welcome.😊

Hi @Vernita, Can you please tell us how you added this KPI to the dashboard? Try the steps below, and let us know if this works on your end. Personalize Dashboard menu Select Standard Content Click Report Snapshots A new Report Snapshots portlet will be added in the Home Dashboard Drag the portlet from Left section to…

Hi @Ted Stout, It seems that this user has multiple NetSuite accounts. As per SuiteAnswers ID 87438, 68751 and 9925, an administrator must have access to all of the accounts to which a user has access to change that user’s password. Users who are not Administrators but have only Core Administration Permissions cannot reset…

Thank you for posting this thread, @User_0B8DH Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In the meantime, in case you know someone who is new to NetSuite, we encourage…

Thank you for posting this thread, @Ted Stout. Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In the meantime, in case you know someone who is new to NetSuite, we encourage…

Hi @Cristian Cabacaba, The following are possible causes of the issue: Absence of Domain Keys (DKIM). The NetSuite email is blocked or quarantined by the recipient. You can check the errors in Undelivered Emails, Sent Email List and in the message ID. Ensure you have your DKIM is setup properly. Detailed steps for DKIM…

Thank you for posting this thread, @User_CDQ4X, Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In the meantime, in case you know someone who is new to NetSuite, we encourage…

Thank you for posting this thread, Sam! Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In the meantime, in case you know someone who is new to NetSuite, we encourage you to…

Thank you for posting this thread, @Brian D-Oracle. Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In the meantime, in case you know someone who is new to NetSuite, we…

Hi @kees.netsuiteadmin, I don't see any recent reports related to this issue. Please have the user perform the following: Open NetSuite in incognito mode. Clear the browser's cache. Let us know if the user was able to drag and drop the file.

Hi @Colby, This is logged as an enhancement request under #162504. Please visit SuiteIdeas and vote for this enhancement. Thank you.

Hi @RickG_1136, 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…

That's great! Thank you for keeping this thread updated. 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 points and may unlock the Answer Accepter badge.

Hi @User_NG5TG, Can you confirm if the duplicates are showing in the actual result or in the drill-down result? Please remove any field that is related to Sales Team information. Example: Contribution % or Sales Team Role

Yes, when sending newsletters through email campaigns.

Exploring the custom field to calculate and get the value is viable.

Hi dylanvv, I understand your concern about keeping the data current. It's a good idea to explore populating these values on a scheduled basis, like weekly updates. 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…

Thank you for keeping this thread updated.

Hi @User_Q1DPO, The ability to hide or remove the Default view is logged under Enhancement #95861. I don't see any workaround since customizing the form won't allow us to hide the amount field. I suggest you visit SuiteIdeas and vote for the enhancement request.

Respuesta correcta: A Puede cambiar las prioridades en la página Gestionar asignación de casos extendidos haciendo clic en el icono del manillar junto a una asignación y arrastrándola hacia arriba o hacia abajo. La primera asignación de la lista es la primera asignación para la que se examina un caso. Para ver las reglas…

Absolutely right! We appreciate your responses, everyone! Correct Answer: A You can change the priorities on the Manage Escalation Assignments page by clicking the handlebars next to an assignment and dragging it up or down. The first assignment in the list in the list is the first assignment a case is sifted through. To…

Hi @RickG_1136, This usually happens if a receiving email address has set up an auto-reply on their side (e.g., welcome message, out-of-office notification, subscription message), and NetSuite receives a bounce when trying to deliver an email to this email address. But as the email actually reaches the recipient, it is…

You're welcome, @Gab JS. 😊