Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Don't miss out on our Pop Quiz You only have until January 15, 2025, 1:00 PM ET to comment your answers and earn rewards! Click here for more details.
Make Your Voice Heard: What Tech & ERP Topics Should We Explore in our Next Webinar?? We’re all ears! Vote now, and the poll runs until January. Poll for ERP | Poll for Tech.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
Hello Community! Josh Maxwell, a User Experience Researcher for NetSuite Foundation has fun a question for you. Imagine for a moment that NetSuite had an assistant like Alexa or Siri. What would you ask of your NetSuite assistant? Use this survey link to share your top questions to the assistant.
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?"
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?"
To help you get the most out of your 2025.1 Release Preview account, review the topics outlined in the Release Preview Guide.
Documents - Limit access by Sales Rep
I couldn't find a good spot to post this (about Documents and the File Cabinet) so I'll place this here...
We have a corporate office and we have field sales reps (sales role). The corporate office has a lot of files, images, etc. that the sales reps should not see, so up until now, I've turned off visibility for them. (Documents and Files permission has been removed).
What we need to do now is allow sales reps to upload and view documents related to their own Leads, Prospects and Customers. (They should have full rights to their own files). They should not be able to see our "corporate" documents nor should they be able to see other sales reps documents. Employee restrictions for this role are set to Self and Subordinates only.
0