Discussions
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Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
UI problems deleting custom CRM record
I'm seeing odd behavior in NetSuite when deleting custom CRM records through the UI. Instead of deleting the record as expected, it blanks the record's fields out and leaves the record (now empty of data) still attached and in existence.
The first time I saw this happen I thought it was something I did. But I've been able to reproduce the problem several times now.
Scenario: We have a custom tab on our customer records that displays a custom CRM record (effectively purchase history data).
How to repeat it: Enter a customer record that already has a custom CRM record attached. Switch to the custom subtab. Click the 'Edit' link on the CRM record. Click the 'Delete' button on the CRM record and return to the customer record screen. Click the custom subtab and you'll be presented with a blank custom CRM record, along with 'Edit' and 'Remove' links.