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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?"
File Drag and Drop Required Permissions
Updated May 6, 2022
If the File Drag and Drop is available for Custom Roles make sure to add the following permissions to use the feature.
1. Navigate to Setup > Users/Roles > Manager Roles
2. Custom Role: Click Edit
3. Navigate to Permissions > Lists
4. Permission: Select Documents and Files
Level: Select Edit or Full
5. Permission: Select the record that you want to attach the files.
(Example: Transactions > Sales Order or Lists > Notes Tab)
Level: Select Create, Edit or Full
The following are general definitions of possible access levels for permissions.
- VIEW - User has access to view existing files only. The User cannot create new, edit existing, or delete existing files.
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Michelle Jabanes | NetSuite Support Community Administrator0